Access Rights

Use access rights to control permissions for users.

CRM.Web offers administrator a detailed control over which parameters and configurations user have the right to modify or not. Access right help to define different permissions to different groups inside your organization such as managers, administrator, supervisors, sales representatives, etc. The same permissions can be given to external business partners to whom you may grant access to CRM.Web.

Changes to access rights defined in the Aurea CRM.Win Rights module are only applied after refreshing the application using the Settings > Invalidate Cache. For further information, consult Effectiveness of Rights and Configuration Changes.

Access rights defined in the Aurea CRM.Win Rights module do not apply to CRM.Designer.

The I9 info area is used to save the user's roaming settings and is required by Aurea CRM.Web. Do not lock I9 or set it to read-only. Denying access to the Company FI info area also locks the I9 info area. For further information, see User Settings section.

When the I9 info area is locked, a user cannot loggin into Aurea CRM.Web as illustrated in the screenshot below:

To provide login access to CRM.Web for a user, while denying access to the FI infoarea, you should detach Company info area from the Implicit Rights settings of WWW Interest Configuration (II) and WWW Interest (I9) info areas. See the screenshot below.

For more information on access rights, see the chapter Defining Access Rights in the CRM.Core Administrator Guide.