Tag Archives: Security

Allow Territories in Security Profiles

In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them. New Stuff: Interactive Dashboard – Permission Denied Issue So in future if we need to make changes in rights then we can do… Read More »

Sage CRM and IIS authentication settings

SageCRM is like any other web application which can be hosted on IIS for access over the network. Network access of applications is highly vulnerable to risks of injections. Hence IIS provides different Authentication methodologies that can be configured for any web application. However improper configuration of these parameters may lead to other issues and… Read More »

Restrict Sensitive Information

Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »

Enhanced Data Security – Restriction on Custom entity screen buttons

Data security and data maintenance is very much important in today’s world. Many organizations follow the concept of territorial structure while some still stick to basics and make the data of user from one territory available for viewing purpose for user in another territory. This user might not have permissions to modify the data, but… Read More »

Theme of – SECURITY PROFILES AND TERRITORIES

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… Read More »