Adding a new security profile

When setting up profiles and territories, it's a good idea to add view rights into the territory one level above the territory of the majority of your users. For example, in the Sales Profile, which includes users with home territories of Germany, UK, and Ireland, you add view rights into companies and people in the Europe territory. Then, when the Sales Manager, whose home territory is Europe, creates a new company in the Europe territory, he can create tasks for his team against that company and they can view the task or company. When adding new companies and people into the stem, the manager’s team can carry out more effective deduplication by comparing against companies created in the territory above them.

  1. Click <My Profile> | Administration | Users | Security.
  2. Click Security Profiles. A list of existing profiles is displayed. An unrestricted profile is created for the System Administrator when Sage CRM is installed. If the unrestricted profile is changed or deleted, the System Administrator bypasses all security rights and has global access to the system.
  3. Click New Profile.
  4. Enter the name of the new profile in Description.
  5. Click Save. By default, the new profile cannot access primary entities.
  6. Click the new profile link to define the security profile’s access rights to primary entities. Alternatively, click Edit all rights to edit all existing profile rights at once.
  7. Select the View, Edit, Insert, Delete check boxes as required. You can specify rights according to profile and territory. For example, a user assigned to a Sales profile could have rights to view, edit, insert, and delete cases in their home territory of US East, but be restricted to viewing and editing cases in the territory of US West.
  8. Click Save.

A user must have edit rights on an entity to add or edit address, phone and email, notes, and library records for that entity. For example, a user with view rights only on a company, cannot edit or add information in the Addresses or Phone and Email tabs of that company. Similarly, a user with view rights only on cases, cannot edit or add notes or library items on an existing case.