Versions Compared

Old Version 3

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
name

Back to Network Management Main Page

Excerpt
hiddentrue

Understand the usage of Network Management within CRM.COM

What does this section cover?
Panel
nameblue

Table of Contents

Table of Contents
minLevel2

What is Network Management?

Network Management is a module used to organise a business into Communities, Groups and Units which are

Network Management ?Network Management  Glossary

Organisational Units that represent company departments and hierarchies. Network Management administers Record Level access rights, the access right associated with a User handling a specific Accounts Receivable (not Module and Feature Level access rights which are those of a User accessing the Accounts Receivable module through the Menu). Collaborations can also be set up to enable the sharing of restricted data among departments. 

Note

For information on setting up 'Module Level' restrictions and access rights, view Security Management.

Network Management Glossary

Organizational Unit
TermsDescriptions
Organisational UnitUsed to organise the company’s network and define the collaboration between Units. Communities, Groups and Units are all considered Organisational Units.

Community

 

A Community represents Represents a body of users Users which belong to one or more collaborating business departments, following and follow common or similar business processes, and collaborating with each other.
GroupA Group represents Represents a body of users Users which belong to the same department and to one or multiple collaborating teams within the that department, following and follow common business processes, and collaborating with each other.
Unit

A Unit represents Represents a body of users Users which belong in on the same team , following exactly the same and follow identical business processes, without differentiating in any way.

Organizational Units are used to organize the company’s network and define the collaboration between them

Collaboration
  1. The
ability to:
  1. Share data sharing between Communities or Groups in order of data to be viewed, modified, or assignedShare .
  2. The organisation within a Community or Group of its consisting Groups, Units or Users between Communities or Groups in order to be used to define ownership or assignmentsand Users (defining ownership and assignments).

Privacy Level

Privacy Levels are used Used to control the access to data and how they can be shared within organizational units, and sharing of, data within Organisational Units.

Network Management  Key Key Processes and Concepts

 

Processes / ConceptDescription

EXAMPLE

Allocation Process & Allocation Principles

EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

  • FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
  • FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO
  

Network Management  Network Characteristics

Sharing of data between Groups based on Privacy Levels

Privacy Level represents a value that has no effect on a record but is required by more complex CRM.COM processes to define distinct access levels to records, based on the collaboration of Organisational Units. See example below:

Assume there are two departments with each having access solely to its own Accounts. The two departments merge and should share their data, with the exception of accounts with a non-disclosure agreement and whose data is only to be accessed by the initial department.

In the above example, the sensitive data should be marked with a High Privacy Level. Once the Group Collaboration rules are set up so that the two departments can share data, the records with High Privacy Level can be excluded from the collaboration, so that their access remains restricted to the initial Group.

Note

View Setting up Group Collaboration Profiles and Setting up Privacy Level Assignment Rules (PLARs) and Setting Privacy Level for more information.

Network Management Entity TypesNetwork Entity Types are used to categorize and control access to CRM.COM Entities/modules and define the global behaviour of these Entities within the System.
Working with CRM.COM Organisational Units

CRM.COM can be set up in such a way as to simulate the structure of a company, establishing access levels within the System based on this structure. There are three levels of Organisational Units (OUs):

  • Communities
    • Multiple single layer Communities can exist.
    • Each Community can have multiple single layer Groups.
  • Groups
    • A Group can belong to only one Community.
    • Each Group can have multiple Units.
  • Units
    • A Unit can belong to only one Group.
    • Units follow a hierarchical structure; each Unit can have Sub-Units.
    • Each Unit can have multiple Users.
    • Users can belong to multiple Units, and consequently to multiple Groups or Communities.
    • Users log into the System by selecting one of the Units that they belong to.

Network Management Access & Viewing Controls

Business Network Characteristics define the level of access for each record. i.e. Whether , whether it will be available for selection, for viewing or editing etc.N/Aviewing or editing.

EntityNetwork CharacteristicsDescription
Units
  • Viewed by Users which access the System using the specific Unit, or Users using a Unit that belongs to the same Group as the specific Unit, or Users using a Unit that belongs to a Group that collaborates with the Group that the specific Unit belongs to (provided "Share My Units" is selected), or by a Super User.
Groups
  • Viewed by Users which access the System using a Unit that belongs to the specific Group, or Users using a Unit that belongs to a Group that collaborates with the specific Group (provided "Share My Group" is selected), or by a Super User.
Communities
  • Viewed by Users which access the System by using a Unit that belongs to the specific Community, or by a Super User.

Network Management  Related Modules

Interaction EntityHowEntityInteraction of Network Management with the Entity
All CRM.COM entitiesNetwork Management interacts with all CRM.COM modules as it is responsible for defining access level rights.
Explicit Viewing Access Entities

Image Added

Entities owned by Groups

Implicit Viewing Access Entities

Image Added

Assignable Entities

Image Added

Entities assigned to Units

Controlled Selection Access Entities

Image Added

 

Network Management  - Business Examples

The following section provides business examples to help you understand of how the CRM.COM Network Management  module module is used.

Set up Network Management for your business network

 
Panel
nameblue
titleCompany ZX wants to set up its organisation network management

Business Requirement

Company ZX would like wants to set up its Network Management for two organisational units: external and internal Organisational Units (External and Internal) with the following structure provided in the above diagram :

Organisation HierarchyImage Added

CRM.COM Solution

...........

Configuration
 

Configuration 

  • Create a community for external organisational unitsCommunity for External Organisational Units.
    • Classify the community Community as externalExternal.
  • Create a community for internal organisational unitsCommunity for Internal Organisational Units.
    • Classify the community Community as internalInternal.
  • Add groups Groups on the internal community Internal Community (within through the community Community page).
    • Add a groups Groups for managers, classify it as internalInternal.
    • Add a group for sales managerGroup forsalesmanager, classify it as internalInternal.
    • Add a group Group for sales branch 1, classify it as internalInternal.
    • Add a group Group for sales branch 2, classify it as internalInternal.
    • Add a group Group for finance, classify it as internalInternal.
  • Add groups on the external community (within the groups page)Groups to the External Community (through the Groups page).
    • Add a group Group for sales partner 1, classify as externalExternal.
    • Add a group Group for sales partner 2, classify as externalExternal.
  • Add units Units on sales branch 1 (within through the groups Groups page).
    • Add operators sales branch 1 unitUnit.
    • Add team leaders sales branch 1 unitUnit.
  • Repeat the same for internal Internal and external groups External Groups (within through the units Units page).
  • Add a sub unit Sub-Unit for each operators operator sale branch.
    • Add call operators sub unitoperator Sub-Unit.
    • Add vehicle operators sub unitoperator Sub-Unit.
  • Add users Users in each unitUnit.
    • Add Call Operators Operator Users.
    • Add Vehicle Operators Users

 

 

Customizing CRM.COM User Interface

Panel
nameblue
titleCompany ZX wants to customize CRM.COM User Interface

Business Requirement

Company ZX would like to customize CRM.COM User interfaces 

CRM.COM Solution

...........

  • Configuration
     
    • Customize any summary screen that should be applicable for the whole organization
      • Select the fields to be displayed in basic search
      • Select the fields to be displayed in advance search
      • Select the fields to be displayed in results
      • Select the fields to be displayed in expand section
      • Select the order by fields
    • Customize any summary screen that should be applicable for the internal community only
      • Select the fields to be displayed in basic search
      • Select the fields to be displayed in advance search
      • Select the fields to be displayed in results
      • Select the fields to be displayed in expand section
      • Select the order by fields
    • Select the summary screen user preferences for a specific user which belongs to internal community
      • Select which of the predefined fields to be displayed in basic search
      • Select which of the predefined fields to be displayed in advance search
      • Select which of the predefined fields to be displayed in results
      • Select which of the predefined fields to be displayed in expand section
      • Select the order by fields
    • Customize any summary screen by adding new fields that can be used as
      • Basic search criteria
      • Advance search criteria
      • Result fields
      • Expand section fields
      • Order by fields
    • Customize a data entry screen that should be applicable for the whole organisation
      • Select which of the existing information should be displayed in each section
      • Create new sections and tabs using existing fields
      • Re arrange the position and layout of sections and tabs
    • Customize a data entry screen that should be applicable only for internal community
      • Select which of the existing information should be displayed in each section
      • Create new sections and tabs using existing fields
      • Re arrange the position and layout of sections and tabs
    • Customize a data entry screen by adding new information on the screen

 

    • Operator Users.

Set up Automatic Group Assignment

Panel
nameblue
titleSet up Automatic Group Assignment

Business Requirement

Company ZX would like wants to set the 'Owned By Group' of all the applicable entities based on the their Geographical area they belong to. They have 3 Owned by Groups, . There are three 'Owned By Groups': London, Birmingham and Manchester.

  • London Metropolitan Area
    • Southend 
    • Chatham 
    • Luton/Dunstable
    • Reading
  • Birmingham metropolitan area
    • Coventry
    • Nuneaton
    • Redditch
    • Kidderminster
  • Manchester metropolitan area
    • Manchester
    • Macclesfield 

CRM.COM Solution

...........

  • Configuration
    • Create 3 groups Groups in the systemSystem
      • London
      • Birmingham 
      • Manchester
    • For all of the groups Groups select the option: Set as Owner Group Automatically Based on Covered Geographical Areas.
    • In the Geographical area of each of the Groups provide the related towns as in the screenshots below.
     

<<screenshot>>

 

Note

More Information on Setting Up Automatic Group Assignment can be found at : Creating Groups

 

Applying network management restrictions

Panel
nameblue
titleCompany ZX wants to apply network management restrictions

Business Requirement

Company ZX would like to apply network management restrictions 

CRM.COM Solution

...........

  • Configuration
     

    Continuing with the previous Organisational Unit set up:

    • Access CRM.COM using a user which belongs to one or more units
      • Specify username and password
      • Select the unit that the user should log into
    • Access CRM.COM using a user which belongs to all units.
      • Switch to managers unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by any group
        • Users should be able to retrieve information owned by any group, through reports, printouts, summary screens, search screens and dashboards
      • Switch to sales manager unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by any sales manager, sales branch 1 and sales branch 2 group
        • User should be able to view records owned by finance and sales partners
        • Users should be able to retrieve information owned by any sales manager, sales branch 1, sales branch 2, finance and sales partners, through reports, printouts, summary screens, search screens and dashboards
      • Switch to sales branch 1 unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by sales branch 1
        • User should be able to view records owned by finance and sales partners
        • Users should be able to retrieve information owned by sales branch 1, finance and sales partners, through reports, printouts, summary screens, search screens and dashboards
      • Switch to finance unit through the Switch Unit menu
        • User should be able to create, view, modify, delete and assign records owned by finance
        • User should be able to view records owned by sales managers, sales branches and sales partners
        • Users should be able to retrieve information owned by finance, sales manages, sales branches and sales partners, through reports, printouts, summary screens, search screens and dashboards

 

Note

More Information on Applying Network Management Restrictions can be found at: Applying Network Management Restrictions

 

Setting up and using Controlled Selection Access Entities

Panel
nameblue
titleCompany ZX wants to set up and use Controlled Selection Access Entities

Business Requirement

Company ZX would like to set up and use controlled selection access entities, for example a Price Plan 

CRM.COM Solution

...........

  • Configuration
     
    • Set internal community to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term
    • Set sales branch 1 and sales branch 2 to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales branch 2. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term
    • Set operators sales branch 1 and operators sales branch 2 to be able to select one Controlled Selection Access Entity, for example a price plan
      • Access CRM.COM using sales branch 1. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales branch 2. 
        • User should be able to view the price plan through summary screen
        • User should be able to set the price plan on a billing term
      • Access CRM.COM using sales partner 1. 
        • User should be able to view the price plan through summary screen
        • User should not be able to set the price plan on a billing term

 

Note

More Information on Controlled Selection Entities can be found at:Understanding CRM.COM Entity Types

 

Using Assignable Entities

Panel
nameblue
titleCompany ZX wants to use Assignable Entities

Business Requirement

Company ZX would like to use assignable entities 

CRM.COM Solution

...........

  • Configuration
     
    • Assign a record, owned by your group, to a specific user (and unit)
    • Assign a record, owned by your group, to a specific unit
    • Assign a record, owned by a collaborating group, to a specific user (and unit)
    • Assign a records, owned by a collaborating group, to a specific unit
    • Assign a record, owned by a collaborating community and group, to a specific user (and unit)
    • Assign a record, owned by a collaboration community and group, to a specific unit
    • Search and accept a record belonging to your unit
      • Accept the record so that you can modify it
      • On accepting the record, it should automatically be assigned to you
    • View records which are assigned to units that you don't belong to

 

Note

More Information on Assignable Entities can be found at:Understanding CRM.COM Entity Types

 

Set up Collaboration Profiles

Panel
nameblue
titleCompany ZX wants to set up collaboration profiles

Business Requirement

Company ZX would like to set up collaboration profiles for each community based on the following business rules

  • Internal community: The records of this community cannot be viewed by the external community
  • External community: The records of this community can also be viewed by the internal community

 

CRM.COM Solution

...........

  • Configuration 

    Continuing with the previous Organisational Unit set up:

    • Set up collaboration profiles for each group, based on the following business rules
      • Managers: Records created by managers cannot be viewed by any other groups
      • Sales Managers: Records created by sales managers can also be viewed, modified and assigned my managers. Finance group can only view those records
      • Sales Branch 1: Records created by sales branch 1 can also be viewed, modified and assigned my managers and sales managers. Finance and sales branch 2 groups can only view those records
      • Sales Branch 2: Records created by sales branch 2 can also be viewed, modified and assigned my managers and sales managers. Finance and sales branch 1 group can only view those records
      • Finance: Records created by sales branch 1 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records
      • Sales Partner 1: : Records created by sales partner 1 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records
      • Sales Partner 2: : Records created by sales partner 2 can also be viewed, modified and assigned my managers. The rest of the groups can only view those records

 

Note

More Information on Collaboration Profiles can be found at: Using Community Collaboration Profiles

Panel

Managing Group.

Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse

excerpttrue

labelsnetwork-management-basics-r7,network-management-advanced-r7,network-management-admin-r7

Panel
namegrey

Popular Labels

Popular LabelsspaceKeyV4Manualstyleheatmap