{"id":7686,"date":"2014-04-25T14:19:33","date_gmt":"2014-04-25T14:19:33","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7686"},"modified":"2014-04-25T14:19:33","modified_gmt":"2014-04-25T14:19:33","slug":"user-administration-and-info-admin-rights","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/25\/user-administration-and-info-admin-rights\/","title":{"rendered":"User Administration and Info Admin Rights"},"content":{"rendered":"

Nowadays in every business, data security has become a Key factor.\u00a0 An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this post, we will see how levels of Administration can be defined and utilized using \u201cAdministration<\/b>\u201d and \u201cInfo Admin Rights<\/b>\u201d fields under user Preferences.
\nGUMU :\u00a0<\/strong><\/em><\/span>Restrict Sage CRM user access to your Sage 100 ERP data with GUMU Security Matrix<\/a>
\nWhile creating a new user in CRM on step 1 screen, there is a field named Administration<\/b> with four options.<\/p>\n

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

 
\n 
\n 
\n\u00a0<\/span>1. No Admin Rights<\/b> \u2013 <\/span>\u2018No Admin Rights<\/b>\u2019<\/i> can be assigned to a basic user who should not have any access to the <\/span>Administration<\/b> button on the left panel of the screen. It can usually be assigned to sales executive user who mainly uses CRM to enter new data or update the existing one assigned to them related to sales.<\/span>
\n2. Info Manager<\/b> \u2013 \u2018Info Manager<\/b>\u2019<\/i> can be assigned to that user who should have limited access to the Administration area. These rights can be defined through the Info Admin rights<\/b> field. It can mainly be assigned to users at Manager Level wherein they may also have other users reporting them and they need to define rights such as User or Escalation rights set for them.
\n\"2\"<\/a>
\n 
\n 
\n 
\n 
\n 
\n3. System Admin<\/b> \u2013 \u2018System Admin\u2019<\/b>\u00a0 can be assigned to that user who is whole and sole responsible for managing or say controlling the CRM with full access to Administration button.
\n4. From Template<\/b> \u2013 \u2018From Template<\/b>\u2019 <\/i>provides with the flexibility of assigning administration rights to the user set in the template selected from the User Template drop down list.
\n\"3\"<\/a><\/b>\u00a0<\/span>
\nAlso Read:<\/strong><\/em><\/span>
\n1) User\u2019s Home Territory and Assigned to rights in CRM<\/a>
\n2) Assign Administrator Rights to System User of Sage CRM<\/a>
\n3) Identify Sage CRM Administrator users<\/a>
\n4) Enhanced Data Security \u2013 Restriction on Custom entity screen buttons<\/a>
\n5) Password Security for Sage CRM Self Service Portal<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Nowadays in every business, data security has become a Key factor.\u00a0 An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this\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":[19,73,323,324,332,1,417],"tags":[534,1419,1670,1948],"class_list":["post-7686","post","type-post","status-publish","format-standard","hentry","category-administrator","category-configuration","category-rights","category-rule","category-sage-crm","category-uncategorized","category-user","tag-administrative-rights","tag-info-admin","tag-no-admin-rights","tag-rights"],"yoast_head":"\nUser Administration and Info Admin Rights - 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\/2014\/04\/25\/user-administration-and-info-admin-rights\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Administration and Info Admin Rights - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Nowadays in every business, data security has become a Key factor.\u00a0 An application that allows managing it without writing any line of code is very helpful. 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