Account Security
- Evangeline Cruz
Owned by Evangeline Cruz
iEnterprise CRM follows account-based security and this is setup per account record.
The default labels and privileges are setup on the Company configuration record. When a user is added, the Administrator can then select the groups and/or users that will compose the account security for all records that will be owned by this particular user.
When a new Account is created, the default setting will be inherited from the User setup. This can be changed or overwritten by selecting the more icon beside the Account Owner field to open the Security Settings dialog box. Update the selection per access field and Save your changes. All associated records for that specific account will now use this customized setting.
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