Setting up CRM security permissions

Setting up security permissions is a very important part of your CRM (customer relationship management) tool. To avoid information security risks to your organization, the security permission must be set properly and in due time.

 

A Business Is Prone To Change And Scale

Security permissions, among other factors, depend on the scale of your operation. And that scale is prone to change—an increase, preferably—for any good business. As a business grows and scales up, its requirements and demands change. Responsibilities also change for employees. These changes and others like them have to be kept in mind while setting up a CRM. The CRM has to be deployed in such a way that it can adapt to the predicted changes in the business.

Security permissions follow the same rule. You have to have a good idea of how much your company is going to scale and how it is going to change the responsibilities of the individuals involved. These factors must be kept in mind while setting up the CRM, as changing them afterward or changing them every time there is a change in your system could prove detrimental.

 

Following The Hierarchy

Security permissions play an important part in how smoothly and safely your business operations run. If your organizational structure, hierarchy, and mode of operation are not set beforehand, setting your security permissions to work effectively will prove to be a nightmare. Falsely set permissions hinder business operations. For example, one user might not have enough information available to perform their job and another might have more than necessary, which may pose some security risks on its own.

You, your business administrator, or whoever is setting up the CRM, have to have a good understanding and knowledge of how the responsibilities are going to be divided and which permissions are to be granted to which individuals. Team lead and super admin roles have to be well-defined. Standardizing these roles will help you distribute the amount of access you are willing to give to a certain role.

In most cases, the way CRMs are set up, people on the same team can see each other’s information. There are also plenty of examples of businesses that are very restrictive and very little information is made available to any individual. At the same time, some businesses don’t care much about information restrictions and leave a lot of information available for most users.

So, it is advised to have a well-thought-out and pre-planned assignment of security permissions for efficient and safe business operations.

 

Thinking Ahead

Another upside to defining security permissions early on is that it compels a business owner to plan and work out a well-performing organizational structure that is in line with the business’s goals and prospects. Planning way ahead about the hierarchy, levels of authority, and distribution of rights and duties among them is always appreciated.

So, make sure you plan out the structure and set up the security permissions accordingly ahead of time. Only then will you be able to grow successfully and reach your targets.

If you still have any questions, you can reach out to us at hello@clientric.co.