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CRM Features & Solutions> Role-based Security Administration
Role-based Security Administration :

CRM provides an Enterprise-grade Role-based security to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups.

Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module.

Role-based Security - Flow Diagram

With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization.

Groups (also called as Teams) allow you to extend the data-level access to other users with similar job profile, working in the same department or project, or sharing the data among common geographical location.

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