CRM Best Practice #16 - Using Multiple System Administration Levels For Greater Control
While our sales and customer service managers love the Forms Designer tool to modify their pages as they desire, our SAs remain adamant that only they modify and upload new forms. So that the SAs can have their power and business managers can make other modifications, we have created three levels of SA access. Level 1 is limited to SAs and includes major functions such as the Forms Designer and Menu Designer. Level 2 includes sales force managers and customer support managers and includes things like the List Item Editor, Import Wizard and Export Wizard. FYI, we have discovered some companies don't recognize the List Item Editor can be used independently of the Forms Designer for list maintenance and management. Level 3 is accessible by selected power users and includes functions like Merge Accounts, Mass Modify, Content Management System and View Designer. By segregating these functions with the Menu Designer, we can also apply security role permissions to each of the tools and
restrict or grant access based on our comfort levels with various user groups.
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