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Profile Based Security & Field-Level Security: |
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On Demand>CRM >Enterprise Administration > Profile Based Security & Field-Level Security Profile Based Security, Field-Level Security and Enterprise AdministrationCRM Security is the number one concern for Salesboom. This is why our Profile-Based Security and Field-Level Security model allows your company's executives and administrators to group certain CRM/ERP functionality together, limiting user's access only to information, fields and tools required to do their jobs. You can categorize types of users based on their job roles at your company into profiles that can be assigned to multiple users performing the same job. Salesboom granular privileges (Create, Edit, Delete, and View), Data Export/Import rights, record-level and field-level security, as well as login access preferences can be grouped into a custom profile. Record-Level Security: Manage access rights to Salesboom tabs (e.g. Campaigns, Contacts, Accounts, etc.). Field-Level Security: Manage granular field privileges (Edit, Delete, View). Login Access Preferences: Manage access time, and login IP preferences. View Online CRM Security Tutorial: Changing a Password Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Receive piece of mind with our CRM Security and Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
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