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  • Security password specifications for User Login

    Clients constantly receive queries from Auditors asking for password specifications for user login.

    On the Navigation pane:

    Expand                             Security

    Double-click on                 Profiles

    There will be an Active Directory and a Local profile. Double-click on the required profile…

  • Security Profile ESS User access

    Issue:

    If you Security Profiles are not setup Properly, ESS users have access to Editing the Role details when logged onto ESS and they view Role details > Select a role > select the action box > and click detail > And the Edit button is enabled on the…

  • Security in Sage CRM: A round up of articles

    Below are links to articles and resources that discuss the different forms of security that a system administrator or developer working with Sage CRM needs to understand. These covers aspects of application security, network security and database security…

  • Security Matrix - Restricting visibility to Assigned To and Created By

    Hi All,

    Is there a way I can setup a security matrix where cases of Team A are visible/editable only to Assigned To and Created By, but cases of other teams can be visible/editable to all the respective team members.

    Regards,

    Yogesh

  • To Separate Out Security Profile option "Collaboration"

    This security profile option "collaboration" in V11 Patch 3,  controls 2 functions which a customer wants splitting out. If this is selected with "Create, Read and Write" Access, it allows Export to Excel due to the office integration