Rights
Learn how to define access rights.
It is extremely important for any company to ensure that information on clients, potential clients as well as potential customers and competitors is only accessible to a restricted group of people and protected against editing or deletion.
Access rights are defined in the Rights info area in the Rights module (see Defining Access Rights) and saved as a format (see Formats in the Aurea CRM win User Manual). Access rights can be used to restrict the data the users can display, add, edit and delete. Rights can be assigned to stations, groups, reps and roles in the Station, Rep and Login Role info areas, see Assigning Rights.
Note:
The administrator (SU) is largely excepted from the access right settings:All catalog entries are visible, irrespective of access rights and tenant rights.Restrictions on accessing, adding, editing and deleting data at the field and info area levels are not applied to the SU. Conditional info area and field access rights, mandatory fields and default values are also not applied to the SU.Conditional field access rights are also applied to the SU in Aurea CRM web.