{"id":6052,"date":"2013-12-13T06:59:51","date_gmt":"2013-12-13T06:59:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6052"},"modified":"2025-01-28T07:04:06","modified_gmt":"2025-01-28T07:04:06","slug":"restrict-sensitive-information","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/12\/13\/restrict-sensitive-information\/","title":{"rendered":"Restrict Sensitive Information"},"content":{"rendered":"

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 it. I personally feel that system by standard provides many features to achieve most of the requirements. Throughout this blog I have discussed many such ideas. Today I will discuss usage of one such configuration provided by SageCRM and I find people very rarely using it.
\nWhenever we implement Sales force Automation (SFA) through SageCRM, most of the times we will come across people who don\u2019t want to share the figures. Like there are 3 sales persons working in a team for same customer and different projects, but none of them agrees to share the project data. They are ready to share the customer contact details. How do we handle such requirements? You can make use of field \u201cRestrict Sensitive Info<\/b>\u201d under user preferences for this purpose. Let\u2019s see how it works.
\nThe New Stuff:<\/strong><\/em><\/span> Custom Icons for entities<\/a>
\nLet us first login to CRM using demo data sales user named \u201cSusan Maye<\/b>\u201d and create one opportunity.<\/p>\n

\u00a0\"1\"<\/a><\/p>\n

This opportunity is assigned to Susan however what we need is that the commercial information like Project details, Forecast etc. should be visible only to the people who are on Company team even though they belong to same team.
\nLet\u2019s us login to CRM using another user named \u201cSimon<\/b> O\u2019Neill<\/b>\u201d from Worldwide<\/b> territory and same team Direct Sales<\/b>. He will be able to see all the details of above opportunity through find opportunity screen as he belongs to same team and has access rights to access all opportunities in his territory.
\nNow let\u2019s login as Administrator, find user \u201cSimon<\/b> O\u2019Neill<\/b>\u201d and mark \u201cRestrict Sensitive Info<\/b>\u201d field as \u201cMust be On Company Team<\/b>\u201d.<\/p>\n

\"2\"<\/a><\/p>\n

Now when this user opens above opportunity created by Susan, he will get below error.<\/p>\n

\"3\"<\/a><\/p>\n

This means he can see there is some project going on with customer, but he cannot see the commercials.
\nSuppose some time in future we want Simon to work on same project and then he must see the details. Then open Company \u201cDesign Rights Inc.<\/b>\u201d, go to Company Team<\/b> tab and add user \u201cSimon<\/b> O\u2019Neill<\/b>\u201d there. Now he can see all the project details pertaining to this customer as we have applied must be on company team rights.
\nSage Demo data helps a lot. You can try many things!! \ud83d\ude42 \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"

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\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":[73,323,332,356,398,1],"tags":[740,1948,2252,2423],"class_list":["post-6052","post","type-post","status-publish","format-standard","hentry","category-configuration","category-rights","category-sage-crm","category-security","category-teams","category-uncategorized","tag-configuration","tag-rights","tag-security","tag-teams"],"yoast_head":"\nRestrict Sensitive Information<\/title>\n<meta name=\"description\" content=\"Discover how to restrict sensitive information in Sage CRM for better data security and access control. 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