Customer Relationship Management
CRM is a tool that helps companies and organizations arrange customer data. It helps learn about customers, acquire data, and manage them to market and sell their products. It also helps provide support and assistance to customers regarding any product or service.
Field Level Security
Field level security is used to restrict access of business entities to specific users or members of the company. This can also be called record-based security and includes certain privileges.
Field-level security in CRM
Field-level security in CRM allows you to control which fields a member of the company can view, edit, or create. It prevents employees to play with sensitive data. It also prevents them from changing attributes like account name, number, account status, enables or disables certain functions of the system. Field-level security provides options to allow limited access to all members as much as required.
Security Access Level
There is three security access level in CRM. These include:
§ Read
§ Create
§ Update
Privacy and Security Reasons
For privacy and security reasons a company often wants to limit access to certain fields from certain users. This can be easily achieved using field-level security systems. However, there are certain limits in the software related to creating field-level security.
It can only be set for custom created fields.
Users with “system administrator” privileges would still have complete access to the system.
Creating a field level security system can be easy. The following few steps may help describe more about how a field security system works in CRM lifecycle.
The field security level can be enabled for single or multiple attributes.
The field security level is achieved by creating a profile.
A single user or a team can be associated with a profile.
Specific permissions can be added such as Create, Update, Read, or Write for an attribute.
Role-based security lets you view records of a specific entity of an attribute or field.
Importance of Field Level Security
Data like customer addresses, phones, contacts, and emails are sensitive. They need to secure highly. Hence, appropriate steps should be taken to secure data. To do that, you must secure and configure data appropriately. To completely secure each attribute, you need to apply separate field security on all relevant fields. For example, for an address attribute. You need to secure each address line separately such as address line 1, address line 2, etc. For phone numbers, each number should be secured separately. Such as phone 1, phone 2, etc.
Manage Data Effectively
The importance of such a practice is that it restricts access to certain employees who have no concern with such databases. The data remains secure and accessible to only those who have special permissions. This helps manage data effectively and keep customer’s privacy intact which is of high value for any service provider.
Best CRM Solution Provider
If you are looking to secure your company’s data. Search for CRM software UK and find a CRM solution provider for your business.
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