{"id":11937,"date":"2016-01-30T08:54:04","date_gmt":"2016-01-30T08:54:04","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11937"},"modified":"2016-01-30T08:54:04","modified_gmt":"2016-01-30T08:54:04","slug":"allow-territories-in-security-profiles","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/30\/allow-territories-in-security-profiles\/","title":{"rendered":"Allow Territories in Security Profiles"},"content":{"rendered":"

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.
\nNew Stuff:<\/strong><\/em><\/span> Interactive Dashboard \u2013 Permission Denied Issue<\/a>
\nSo in future if we need to make changes in rights then we can do it at profile level and it will get reflected for all users. This reduces extra efforts of assigning rights to every single user. In addition to Profile access rights, we can further divide user rights by territory. Below is the area where we can define access rights.
\n\"Territory1\"<\/a>
\nWe can set up access rights on Home territory. So that user can view the all data created in his territory. But, what if we want to give access to user from particular profile to view data of another territory. As we can see in the following screenshot, there is no option available in the \u201cProfile rights for<\/strong>\u201d field to select Territory.
\n\"Territory2\"<\/a>
\nTo allow Territory options to be available in above field, go through below steps.
\n1. Login to CRM.
\n2. Go to Administration -> Users -> Security -> Security Policies -> Change.
\n3. Set \u201cAllow absolute territories in profiles\u201d field to Yes and save.
\nOnce we are done with this changes then all the territories will be available in \u201cProfile rights for\u201d field.
\n\"Territory3\"<\/a>
\nAfter making above changes select the territory (for e.g. Europe) from \u201cProfile rights for\u201d field and follow below steps.
\n1. Select the \u201cAdd Profile To This Territory\u201d button. The Add Profile panel is displayed.
\n2. Select the Operations profile and click Save button. The Security Profiles page is displayed.
\n3. Click on the hyperlink of the Operations profile. The Rights panel for the Operations profile opened in edit mode.
\n4. Apply the rights as per your need and Save.
\nAlso Read:<\/strong><\/em><\/span>
\n1. Theme of \u2013 SECURITY PROFILES AND TERRITORIES<\/a>
\n2. How Territory is set to User Home Territory?<\/a>
\n3. Enhanced Data Security \u2013 Restriction on Custom entity screen buttons<\/a>
\n4. Re-assignment within same team\/territory<\/a>
\n5.User\u2019s Home Territory and Assigned to rights in CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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 \u2013 Permission Denied Issue So in future if we need to make changes in rights then we can do\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,323,324,332,356,400,1],"tags":[1823,1948,2010,2252,2429],"class_list":["post-11937","post","type-post","status-publish","format-standard","hentry","category-configuration","category-rights","category-rule","category-sage-crm","category-security","category-territory-sage-crm","category-uncategorized","tag-profiles","tag-rights","tag-sage-crm","tag-security","tag-territories"],"yoast_head":"\nAllow Territories in Security Profiles - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/30\/allow-territories-in-security-profiles\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Allow Territories in Security Profiles - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. 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