CRM Process Configuration for Login Roles

You can define a CRM process configuration for each login role, which only includes the CRM processes required by that role.

For example, a rep in the role of a support agent does not require access to marketing processes.

To define the CRM process configuration for a login role:

1. Switch to the Login Role level in the Rights module (using the Info menu or icon bar).
2. Switch to the login role that you wish to define the CRM process configuration for.
3. Select CRM Process configuration (login role) from the context menu.

   The CRM Process configuration (login role) level is displayed. The current system-wide CRM process configuration's settings are transferred, i.e. CRM processes that have been locked in the system-wide CRM process configuration are grayed out.

4. Define the role-specific CRM process configuration as you did the system-wide CRM process configuration, see CRM Process Configuration.

   Overridable locks defined in the system-wide CRM process configuration (Deny (overridable) or Deny all (overridable) in the Lock column) can be overridden in the role-specific CRM configuration using the Allow option. The Deny and Deny all locks cannot be overridden.If access is granted to a CRM process for a role, access can only be denied to the CRM process using the Deny option in a child role (higher Priority).

5. Click on (OK) to apply the current settings and return to the Login Role level.

   Click on (Cancel) and answer the prompt with No to exit the CRM Process configuration (login role) level without saving your changes.

   Click on (Delete) to remove all settings from the Lock column (except those inherited from the system-wide CRM process configuration).

   Click on (Save) to save the CRM process configuration under a name of your choice (see Saving, Loading and Deleting Formats in the Aurea CRM win User Manual) in order to use the settings later.

   Click on (Load) to load a previously saved CRM process configuration.