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en:adminmanual:securityguide:ex-ch002 [2019/04/17 23:17] joebordes |
en:adminmanual:securityguide:ex-ch002 [2019/04/17 23:41] (current) joebordes |
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| This simple example shows how access to certain data can be controlled by a group and sharing rules. | This simple example shows how access to certain data can be controlled by a group and sharing rules. | ||
| - | Let us assume we have a sales team as shown in Figure: Example Sales Team 1. The Sales Manager is the supervisor for Person 1 and 2 which are members of the group "Team A". \\ | + | Let us assume we have a sales team as shown in <wrap em>Figure: Example Sales Team 1</wrap>. The Sales Manager is the supervisor for Person 1 and 2 which are members of the group "Team A". \\ |
| + | {{ :en:adminmanual:securityguide:sampleteam1.png |}} | ||
| **Figure 2.1. Example Sales Team 1** | **Figure 2.1. Example Sales Team 1** | ||
| - | |||
| - | Example Sales Team 1 \\ | ||
| Let us also assume we would like to have the following rules for Leads implemented: | Let us also assume we would like to have the following rules for Leads implemented: | ||
| Line 31: | Line 30: | ||
| Now, if Person 1 or Person 2 create a Lead they can assign the owner of this Lead. If "Team A" is assigned as the owner of the Lead, Person 1, Person 2 and the Sales manager can access the Lead. When the ownership is changed to any one member in the group (Person 1 or Person 2) then only that member and the Sales manager can access the Lead. \\ | Now, if Person 1 or Person 2 create a Lead they can assign the owner of this Lead. If "Team A" is assigned as the owner of the Lead, Person 1, Person 2 and the Sales manager can access the Lead. When the ownership is changed to any one member in the group (Person 1 or Person 2) then only that member and the Sales manager can access the Lead. \\ | ||
| - | **Note** | + | <WRAP center round info 60%> |
| - | When creating a Lead the CRM system sets the default ownership to the user who creates the data entry automatically. If common access by Person 1 and Person 2 is desired the ownership must be set to "Team A" before saving. \\ | + | When creating a Lead the CRM system sets the default ownership to the user who creates the data entry automatically. If common access by Person 1 and Person 2 is desired the ownership must be set to "Team A" before saving. |
| + | </WRAP> | ||
| **Example 2** \\ | **Example 2** \\ | ||
| This example shows how access to certain data can be controlled by groups with sharing rules. \\ | This example shows how access to certain data can be controlled by groups with sharing rules. \\ | ||
| - | Let us assume we have a sales team as shown in Figure: Example Sales Team 2. The Sales manager is the supervisor for Person 1, 2 and 3, 4 all organized in Team A and B. We also have a sales assistant who supports the sales teams. \\ | + | Let us assume we have a sales team as shown in <wrap em>Figure: Example Sales Team 2</wrap>. The Sales Manager is the supervisor for Person 1, 2 and 3, 4 all organized in Team A and B. We also have a sales assistant who supports the sales teams. \\ |
| + | {{ :en:adminmanual:securityguide:sampleteam2.png |}} | ||
| **Figure 2.2. Example Sales Team 2** \\ | **Figure 2.2. Example Sales Team 2** \\ | ||
| - | |||
| - | Example Sales Team 2 \\ | ||
| Let us also assume we would like to have the following rules for Leads implemented:\\ | Let us also assume we would like to have the following rules for Leads implemented:\\ | ||
| Line 73: | Line 73: | ||
| We create a group called "Team A" with the members Person 1 and Person 2 and a group called "Team B" with the members Person 3 and Person 4. We create a group called "Assistant" with the user Sales assistant as the only member. \\ | We create a group called "Team A" with the members Person 1 and Person 2 and a group called "Team B" with the members Person 3 and Person 4. We create a group called "Assistant" with the user Sales assistant as the only member. \\ | ||
| - | **Note** \\ | + | <WRAP center round info 60%> |
| - | As described in Section: Custom Access Privileges sharing rules cannot be specified to share data between users. Since we would like to use sharing rules for the Sales assistant we have to create an additional group with only one member.\\ | + | As described in Section: Custom Access Privileges sharing rules cannot be specified to share data between users. Since we would like to use sharing rules for the Sales assistant we have to create an additional group with only one member. |
| + | </WRAP> | ||
| //Set Custom Access Privileges for Leads:// \\ | //Set Custom Access Privileges for Leads:// \\ | ||
| Line 501: | Line 503: | ||
| ---- | ---- | ||
| <WRAP right> | <WRAP right> | ||
| - | [[en:adminmanual:securityguide:pref-acknorm|Next]] | License and Usage | + | [[en:adminmanual:securityguide:ch003|Next]] | Summarized Rules |
| </WRAP> | </WRAP> | ||
| ---- | ---- | ||
| © 2006 crm-now | © 2006 crm-now | ||
