The "Custom Roles and Access" module in CRMiUS allows you to manage user permissions and configure their roles in the system according to your needs. This tool helps create a convenient and secure working environment by providing employees with access only to the data and functions they need to perform their tasks.
Key Features of the "Custom Roles and Access" Module
1. Role Creation and Management
- Set up different roles for employees based on their tasks and responsibilities.
- Define which system functions and modules are accessible to each user.
- Easily update and modify roles as the company's structure evolves.
2. Personalized Access Permissions
- Grant access to data and functions depending on the user's access level.
- Restrict access to sensitive information or critical modules for specific roles.
- Set permissions for individual users and groups.
3. Data-Level Access Control
- Configure permissions at the data level (e.g., view-only, edit, add, or delete).
- Segment access to different types of data: financial, client, project, etc.
- Flexible permission settings ensure data security.
4. Easy Access Management
- Quickly and easily add new users to the system.
- Assign roles and configure permissions with a single click.
- Manage access through an intuitive interface.
5. Monitoring and Control
- Track user actions in the system through access logs.
- Receive notifications of unauthorized access attempts or other suspicious activities.
- Regularly review access and update roles to maintain security.
6. Integration with Other Modules
- Roles and access integrate with other CRMiUS modules, such as CRM, finance, inventory, and projects.
- Control access to data and functionality based on tasks and departments.
Benefits of Using the "Custom Roles and Access" Module in CRMiUS
- Enhanced data security by restricting access to sensitive information.
- Simplified management of employee permissions and delegation of responsibilities.
- Reduced risk of unauthorized access.
- Flexibility in setting access permissions to meet any business needs.
The "Custom Roles and Access" module in CRMiUS helps you efficiently manage user permissions, maintaining order and security in the system. It allows you to configure access based on the real needs and tasks of your business, optimizing team workflow and protecting data.
