Introduction to security management

You can manage security access rights across the organization by setting up security profiles and territories. Users don't belong to either profiles or territories. Profiles and territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization.

• Security profile: A profile is a way of grouping users when defining access rights to view, update, insert, and delete Sage CRM records. For example, you can create a profile called Sales with rights to view, update, and insert company, person, communication, and opportunity records and with view only rights to cases. You can assign this profile to all sales users. Any changes that you make to the profile automatically apply to all users assigned to it.
• Territory: You can divide user rights by territory. For example, you may want users in the Europe territory to view all opportunities within the USA territory, but not to be able to update them. Territories act as a silent filter over existing security profiles. For example, if a security profile doesn't include view rights to opportunities, a user with that profile can't see any opportunities, no matter what territory they belong to. Territories affect searching, reporting, and groups generation. To switch off the influence of territories on groups, click <My Profile> | Administration | User Configuration and set Enable security for groups to No.
• Security policy: You can set up additional security rights to handle complex inter-territory situations and exceptions. When settings on the Security Policies screen are enabled, additional options are available on the Security Profiles screen. Security policies act as logical ORs to existing security profile and territory settings.