Anybody who has an account and uses Soffront Online CRM is a User. For example Manager, Marketing, Sales rep, Support engineers. Each Account has privileges associated with it that determine the information the user can access and the functions the user can perform.
Once you assign the user their security level, you can make changes to the security level to grant them access or deny access to several features and functions in Soffront CRM.
Note: You must be using the primary admin account of your CRM in order to perform the below steps.
Follow the steps below to change security settings for a particular user.
Step 1: Check their security level or change their security level.
To Setup Security Level follow the steps below.+
- From the home page click on Settings.
2. Click on Users under Users and Security.
3. Select the user whose security level you want to check or change.
4. On the detail page select security level from the dropdown list , then click on Save. In this case lets select Manager.
Step 2: Make changes to the Selected security level. ( in this case make changes to the Manager security level)
- Go back to the Settings page and select the Security level.
2. The next screen shows the six levels as noted above:
3. Click on any level to see the default rights.
4. Here we clicked on Manager. The following screen appears:
You can add or take away any of these specific rights by clicking a blank box to add or click a checked mark to take away. Note this still only affects the Security Level you are in (Manager)
It is important that you review the capabilities of each level and the rights in those levels. Your business model will determine who will get what Security Level and what rights within that Security Level.