Users do not “belong” to either profiles or territories. Profiles and Territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization.
Security Profile: A profile is a way of grouping users when defining access rights (View, Update, Insert and Delete). If you would like to assign certain security rights to the particular group of users then you can create a profile and then define the rights.
For example, you can create a profile called Profile1. Within the profile you define the rights to View, Update, and Insert entities like Companies, People, Communications and Opportunities, but View-only rights to Cases. This profile can then be assigned to the user, rather than setting up individual rights per user. Any changes that need to be made to the profile will automatically apply to all users assigned to this profile.
Security Territory: In addition to basic access rights profiles, we can also further divide user rights by territory. Territories are the means of defining the securities on the basis of region.
For example, if you want to enable users in the East territory to view all Opportunities within the West territory, but not to be able to update them then it possible by defining the securities on a territory.
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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.