CRM Process Configuration

You can use the CRM Process Configuration level to define which CRM processes and functions are available across the entire system (i.e. on all stations).

For further details, see Configuring CRM Processes.

"CRM Processes" in this sense refer to business processes depicted in Aurea CRM.

You can also configure access to CRM processes for individual roles, providing you with a greater level of granularity, see Login Roles and CRM Process Configuration for Login Roles.

Note: You can only configure system-wide CRM processes on the main office. By default, only the administrator (SU) can make any changes.

By default, some CRM processes are locked for all users apart from the administrator (SU), e.g. "Data Model", "System Lock" etc. You can grant access to these CRM processes using role-specific configurations, in order to delegate individual administrative tasks without needing to share the SU password.

The administrator (SU) always has access to all areas in the database and all Aurea CRM functions, irrespective of the current CRM process configuration.