Your employees log into the CRM / BPM system for day to day work. ?If they can see all the cases, then that is a problem. Maybe you want to give access to a user only to specific case type and that too only in a specific territory. This is achieved by CRM authorization.
Most of the ordinary CRM often lack significantly in this aspect. Many products lack even basic authorization controls. Solastis CRM + BPM platform offers a strong CRM authorization control.
What this video to know more about CRM authorization
Authorization for Leads, Contacts, Cases
CRM Authorization for leads contacts and Accounts is by the type action you may perform. For example, you can specify authorization for creating, change, delete, list and export. So in case you don?t want your employees to be able to export a list of leads and accounts then you can create a suitable role, and deny this access to them.
Authorization at Case type level
CRM Authorization for cases works differently. Here you can authorize an agent based on a combination of the Organizational unit, territory and case type. Whichever combination an agent is authorized, he can then do all the actions for cases belonging to that combination area only. For example, he can create, change, send an email and reply to any of those cases. This feature is beneficial to you as you can control the authorization at your exact desired level.
Authorization by roles
One key point of Solastis CRM system is that the authorizations are granted via roles. You need to create a role and then assign it to the user. One role can be granted to many users. So the authorization work need not be done again and again.