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Learn to set up Security Management related business processes and rules.
Mandatory Configuration: Links to manuals of Security Management configuration modules that are required for the module to work correctly.
Optional Configuration: Links to manuals of Security Management configuration modules that offer additional functionality but are not required for the module to work correctly.
Mandatory Configuration
The following modules must be configured in order to use the System:
| Module Name | Manual | Description |
|---|---|---|
| Security Profiles | Managing Security Profiles | Create Security Profiles to allow or deny access to features, for each one of the following areas:
|
Optional Configuration
The following entities are available and can be configured under Security Management. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
|---|---|---|
Conditional Security Restrictions (CSR) | Setting up Conditional Security Restrictions (CSR) | Define a set of conditions that restrict System features which can be applied on specific Organisational Units. |
Privacy Levels Assignment Rules (PLAR) | Setting up Privacy Level Assignment Rules (PLARs) | Define a set of conditions in order to automatically apply the Privacy Levels on entity records. |
Automatic Collaboration Rules (ACR) | Setting up Automatic Collaboration Rules (ACR) | Define a set of conditions in order to automatically assign Assignable Entity records to specific Units and Users. |
| Privacy Levels and Privacy Level Groups | Setting up Privacy Level Groups & Privacy Levels | Privacy Levels and Privacy Level Groups provide the ability to control the access to data and to define how it can be shared between Organisational Units. Organisational Units with access to records of a specific Privacy Level can access any record of that Level or lower. Each Privacy Level falls within a Group which is used to categorise the Privacy Levels. |
Audit Trail | Setting and Using Audit Trail | Define a set of entities and fields that should be monitored by the Audit Trail for changes. Only one 'Active' instance of Audit Trail Settings per Entity can be configured in the System. |
| Secret Keys | Managing Secret Keys | Used to generate Secret Keys that are registered to specific URL endpoints. Secret Keys are used by Webhooks in order generate a code that will be used by Third Party Systems to authenticate received data. |
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