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Tuned Listener
Posts: 67
Registered: ‎11-29-2011

Record based security

Hi,

 

Just want to ask, does SalesLogix support record based security? For example if I want some contact records do not show to some users, can I setup it in SalesLogix?

 

Thanks a lot for any advice

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Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Record based security

Yes.

 

You can assign the Ownership of Each Contact Record to a Team (or a User).

And, you can define which users belong to the Team (or have visibility to the User's data), which would be how you limit who can see the data.

 

Additionally, SalesLogix also support Field Level Security, which means you could further restrict access to specific fields (e.g. a Support User can access a Contact, but through field level security the Credit Rating and Credit Limit fields are restricted, so he/she cannot see that data).

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com
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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Record based security

Raul is absolutely correct.. BUT you need to have the correct license to be able to use security.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
Tuned Listener
Posts: 67
Registered: ‎11-29-2011

Re: Record based security

Do I make it through Administrator setup or through code? Could you please give me an example?

 

Thanks a lot for your help!

Highlighted
Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Record based security

For Example, lets say that you have to divide your Data per Region:

  On the Administrator you can create the Teams you need and Assign Users to each team. For example, a NorthEast team. Within that team you include the Users that will have access to that data.

 

  Then, you set the Ownership of your Records to each Team. So, a users that only belongs to the NorthEast team, will only see the Contact Records that are "owned" by the Northeast team.

 

  A user can belong to Many teams, this may allow Managers to have visibility over Multiple Regions.

 

  Once you have that basic Setup configured, then you could dive into Field Level Security....

 

  You should find  Information regarding Ownership on the Administrator's Help.

 

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com