Access Rights

ChanelCRM lets you decide which users are allowed to use which parts of the system. This is done by dividing the users into different groups that are defined in different security levels. From scratch the different levels have numbers, it is up to you and your security policy to give the classes meaningful names. In the example below the levels are 1 Administrator, 2 Top Management, 3 Sales Management, 4 Marketing, 5 Sales, 6 Guest.

Level 0 is special. With this level you cannot even start the system. Regardless, all users recieve level 0 when they are created, because it is important that the administrator actively decides which security level to give to a user.

There is a certain ranking in the security levels; for instance it will be possible to give access to reports in the ChannelCRM system to users at a certain security level and above. For example a report can be made available to level 3. This means that Administrators, Top Management and Sales Management have access to the report, but Marketing and Guests do not.

The different Security Levels are associated with specific rights in the Security Matrix. Updates in the Security Levels and Matrix will not take place until the users in question has started ChannelCRM again after the update.

CRM Administrator	May create users and acces all the functions in the left hand navigator in the group Administration.
CRM Sales Management	Have access to consolidated forecast and analysis functions throughout the system.
CRM Marketing Management	Have acces to the marketing menu and can design and create campaigns, build ino tags, build pricelists, and import data
UI Modify Local	Is able to change the layout of the primary windows, the changes are local for the user
UI Modify Global	Is able to change layout of the primary windows, changes can be made global for all users of the system
N&N Markedsdata	Access to NN Markedsdata (relevant only for Danish customers)