{"id":50,"date":"2008-09-13T09:17:00","date_gmt":"2008-09-13T09:17:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=50"},"modified":"2018-09-06T10:08:16","modified_gmt":"2018-09-06T10:08:16","slug":"theme-of-security-profiles-and-territories","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/","title":{"rendered":"Theme of – SECURITY PROFILES AND TERRITORIES"},"content":{"rendered":"

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.<\/p>\n

Security Profile:<\/strong> 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.<\/p>\n

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.<\/p>\n

Security Territory:<\/strong> 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.<\/p>\n

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.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> 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.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[356],"tags":[1822,2252],"class_list":["post-50","post","type-post","status-publish","format-standard","hentry","category-security","tag-profile","tag-security"],"yoast_head":"\nTheme of - SECURITY PROFILES AND TERRITORIES - 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\/2008\/09\/13\/theme-of-security-profiles-and-territories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Theme of - SECURITY PROFILES AND TERRITORIES - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2008-09-13T09:17:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-09-06T10:08:16+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/\",\"name\":\"Theme of - SECURITY PROFILES AND TERRITORIES - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2008-09-13T09:17:00+00:00\",\"dateModified\":\"2018-09-06T10:08:16+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Theme of – SECURITY PROFILES AND TERRITORIES\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Theme of - SECURITY PROFILES AND TERRITORIES - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/","og_locale":"en_US","og_type":"article","og_title":"Theme of - SECURITY PROFILES AND TERRITORIES - Sage CRM \u2013 Tips, Tricks and Components","og_description":"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\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2008-09-13T09:17:00+00:00","article_modified_time":"2018-09-06T10:08:16+00:00","author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/","name":"Theme of - SECURITY PROFILES AND TERRITORIES - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2008-09-13T09:17:00+00:00","dateModified":"2018-09-06T10:08:16+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/09\/13\/theme-of-security-profiles-and-territories\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Theme of – SECURITY PROFILES AND TERRITORIES"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/50","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=50"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/50\/revisions"}],"predecessor-version":[{"id":20110,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/50\/revisions\/20110"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=50"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=50"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=50"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}