Manage access to your data
Administrators can manage security features at the enterprise level (Gold version only).
You can define the permissions for the entity to:Close
This allows you to define the type of permission.Close
As with the entities, you can select:
This refers to the name of the available entity where you can define permissions (such as accounts)Close
Insert the name that will appear for the role hereClose
You can use roles to create groups of authorizations that describe the tasks that each user has permission to perform (or not, as the case may be).
These rights give the option to create, read, write, and delete records of a specific type of entity. Each right can apply globally, at the level of users, territories, or throughout the organization.