CRM and user access rights
In the world of CRM, managing user access rights is a major concern.
Using CRM software that shares information does not necessarily mean that everyone has unrestricted access to everything. With access rights management, each user feeds the databases, adds information to the tool and keeps it up to date. That is why it is important to choose a CRM solution that lets you compartmentalise user access and manage rights for each user.
What restrictions should you plan for?
In a CRM, it should be possible to grant rights:
- to create data,
- to view data,
- to delete data,
- to export data.
Restrictions and permissions therefore differ from one user to another. For example, within the same company, some users will be able to create contact records (sales staff, for instance), others will only be able to view them (assistants or technicians), and others still will be able to export them to Microsoft Excel® spreadsheets (management). User rights should be manageable individually or by user group (profile).
Besides maintaining a degree of confidentiality between users while working on a single set of data, rights management is particularly useful:
- For users with different roles and responsibilities. Each person's access is then limited to the features they actually need,
- To enforce users' territories. And to make sure that sales staff are not tempted to explore their colleagues' files, for example.
- To limit access to each person's scope of work and stop users from frantically clicking on parts of the software they cannot access because they are not authorised,
- To limit the risk of data leaks when staff join and leave,
- To limit the risk of input errors in selling prices, for example,
- For companies working jointly on identical databases.
To conclude
eKo CRM allows fine-grained management of user access rights, starting with permitted login hours (right to disconnect) and permitted login URLs (to allow access only from the office or from home when working remotely). eKo grants each user access to the various modules and to each feature. Curious to discover all of eKo's features? This way!
