Security and Foundation Business Features

Security and Foundation Business Features

Business Feature / Process

Description

Business Feature / Process

Description

Security

Security allows the setup of policies governing access and actions permissions to CRM.COM system features, ranging from creating API keys for client-external applications to setting up user roles and inviting users.

Security settings cover all organisations of the CRM.COM Business Network structure (e.g., Cloud Operator, Business, Merchant/Service Provider).

User Roles

User Roles are a group of permissions assigned to users and define user access throughout the CRM.COM Platform (e.g. manage Contacts, configure Reward Offers, manage product catalogue).

  • Owner role: Upon creation of an organisation (e.g. Merchant/Service Provider), an Owner role with full access permissions granted is automatically created. Such a User Role is assigned to each user who registers an Organisation.

Users

 

Teams

 

Events and Logs

Events are business events (register contact, new purchase), and logs are technical records (API request and response) that are logged and can be checked by key users.

Events & Logs can optionally be exported into an external MongoDB via CRM.COM Integrations.

User Authentication

 

Password Policies & Expiration

 

API Keys & API Key Roles

 

Automations