Security Settings

Security features are configured and managed via the Settings option, this manual covers two areas of security:

• User Roles & Users

• API Keys

To configure your Security settings click on your logged-in user name in the top right-hand-corner of the screen > Settings > Security.

User Roles & Users

Users are the people who perform the day-to-day tasks (e.g. process service requests/orders, monitor performance, setup configuration) either through the User Interface or Web APIs, subject to business network and security restrictions.

User Roles are a group of permissions assigned to users and define the access that users have throughout the system (e.g. to manage Contacts, to configure Reward Offers).

API Keys

• API Keys are unique identifiers that allow a client application (e.g. mobile app, external system) to consume the system's Web API (back-office/self-service)

  • Public Key is used solely as an organisation identification allowing users to consume self-service APIs

  • Secret Key should be kept confidential and are used for performing business actions in the CRM.COM product (such keys fall under security restrictions and permissions)

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Security

Reference Material

You may also find it useful to refer to the following manuals for further reading in relation to Security.

Business Network

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