Restricted Access Levels in BCM 2007?

  • Thread starter Thread starter Soneman
  • Start date Start date
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Soneman

We are new to this product, and wish to install it in our 25 employee
organization. We have sales executives that need to access a shared database
of contacts, but we wish to restrict views of sales leads, so that a given
sales executive can only view the records, or opportunities assigned to them,
and not view everyone else's sales assignments.

Is this level of security available?

Thanks!
 
We are new to  this product, and wish to install it in our 25 employee
organization. We have sales executives that need to access a shared database
of contacts, but we wish to restrict views of sales leads, so that a given
sales executive can only view the records, or opportunities assigned to them,
and not view everyone else's sales assignments.

Is this level of security available?

Thanks!
Click to expand...

You need a more powerful program like Microsoft CRM. BCM doesn't do
roles and permissions. With 25 employees connecting to the same
database, you probably need something more powerful anyway. BCM's
design is optimized for 1 to 5 users.
 
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