CRM – System rights defined by the module

Currently the CRM module has only two levels of the system rights defined internally:

Group-related rights

All CRM contacts belongs to some address book. Each address book has defined actors and readers, persons who has access to the particular address book. Person that has system rights but is not a member of the group related with the address book can never see any contact from that.

Address book is derived from the business area and the right management is the same with the basic area – see more about that in the business area technical documentation.

System rights

All users – crmEverybody

Right necessary to see the module and work with that.

Right necessary for all internall users that somehow works with contacts

Sales power user – SalesPersonel

Power user from the sales management team has rights to define and manage the groups of the clients (and generally contacts).

Right is also necessary to have access to the customer-related reports.

Module administrator – crmAdmin

Person with the rights to manage the CRM module and create new address books