What does this section cover?

What is Network Management ?

Netowrk Management module is used to organize your business into Communities, Groups, and Units (aka Organisational Units) and to define how they should collaborate between them, in order to provide the correct level of access to data, according to which organisational unit you belong.

Within the Network Management module you have functionality that can be set up to define additional restrictions based on various conditions such as restricting viewing access to specific fields or actions based on entity or organisational conditions,create various automations, such as assignment of tasks to users based on their geographical area, and various other functions, that increase flexibility on definition of access rights within the system.

Network Management Glossary

Terms	Descriptions
Organisational Unit	Organisational Units are used to organize the company’s network and define the collaboration between them. Communities, Groups and Units are all considered organisational units
Community	A Community represents a body of users which belong to one or more business departments, following common or similar business processes, and collaborating with each other.
Group	A Group represents a body of users which belong to the same department and one or multiple teams within the department, following common business processes, and collaborating with each other
Unit	A Unit represents a body of users which belong in the same team, following exactly the same business processes, without differentiating in any way.
Collaboration	The ability to: Share data between Communities or Groups in order to be viewed, modified or assigned Share Groups, Units or Users between Communities or Groups in order to be used to define ownership or assignments
Privacy Level	Privacy Levels are used to control access to data and how they can be shared within organizational units.

Network Management Key Processes and Concepts

Processes / Concept	Description
Defining Privacy Level	Privacy Level can be understood as a simple value that is required by more complex CRM.COM processes to define access level to records based on collaboration of Organisational Units.Privacy Level by itself it has no effect on the record. For example, take the following scenario. Assume you have 2 departments, and each department only has access to Accounts of its own department. Now the 2 departments have merged and they should share their data, apart from accounts that belong to people that have signed a non disclosure agreement, and their data is only to be accessed by the initial department. In the scenario described above, the sensitive data accounts, will need to be marked with a High Privacy level. Once the Group collaboration rules are set up, so that the 2 departments can share data, the records with High Privacy Level can be excluded from the collaboration, so that their access will remain restricted to the initial group.
Defining Collaboration of Organisational Units
Network Management Entity Types	Different behaviors related to access rights, within CRM.COMNetwork Entity types are used to categorise and control access to CRM.COM entities/modules, as well as define global behavior of these entities based on their network entity type, within the system.
Working with CRM.COM Organisational Units	You have the option to set up CRM.COM in such a way, to mimic the structure of your company, and base your access levels within the system based on this structure. In more detail there are 3 levels of OU-Organisational Units Communities Multiple single layer Communities can exist. Each Community can have multiple single layer Groups Groups A Group can belong only to one Community Each Group can have multiple Units. Units A Unit can belong only to one Group Units are build in a hierarchical structure, meaning that each Unit can have sub units Each Unit can have multiple Users Users can belong to multiple Units, therefore to multiple Groups or Communities Users login to the system by selecting one of the Units that they belong to

Network Management - Network Characteristics

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

Entity	Network Characteristics
Units	Entities with Exceptional Viewing Access
Groups	Entities with Exceptional Viewing Access
Communities	Entities with Exceptional Viewing Access

Network Management Related Modules

Interaction Entity	How
All CRM.COM entities	Network Management interacts with all CRM.COM modules as it is responsible for defining access level rights.
Explicit Viewing Access Entities
Implicit Viewing Access Entities
Assignable Entities
Controlled Selection Access Entities

Network Management - Business Examples

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

Set up Network Management for your business network

Company ZX wants to set up its organisation network management

Business Requirement

Company ZX would like to set up its Network Management for two organisational units: external and internal with the structure provided in the following diagram:

CRM.COM Solution

Configuration

Create a community for external organisational units
- Classify the community as external
Create a community for internal organisational units
- Classify the community as internal
Add groups on the internal community (within the community page)
- Add a groups for managers, classify it as internal
- Add a group for sales manager, classify it as internal
- Add a group for sales branch 1, classify it as internal
- Add a group for sales branch 2, classify it as internal
- Add a group for finance, classify it as internal
Add groups on the external community (within the groups page)
- Add a group for sales partner 1, classify as external
- Add a group for sales partner 2, classify as external
Add units on sales branch 1 (within the groups page)
- Add operators sales branch 1 unit
- Add team leaders sales branch 1 unit
Repeat the same for internal and external groups (within the units page)
Add a sub unit for each operators sale branch
- Add call operators sub unit
- Add vehicle operators sub unit
Add users in each unit
- Add Call Operators Users
- Add Vehicle Operators Users

Set up Automatic Group Assignment

Set up Automatic Group Assignment