Create authorization roles to manage cases and assign them to specific people by implementing?CRM with strong authorization
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Your sales team members?would?not necessarily need to?see?the details of an?employee?onboarding?case?or your?customer service?team members?would?not need to?access?sales pipelines. So,?CRM with strong authorization?lets you select and assign only specific people to view data, create changes and generate for a specific case types. You can accomplish this with Solastis CRM as it has powerful authorization tools that are simple to implement.
You can create several types of authorization roles in Solastis CRM. For example, you can create authorization roles to deal only with leads and contacts and activities that involve managing the leads and contacts.
You can also create authorization roles to handle cases.?You can assign a person to a case that has explicitly been categorized according to the appropriate case type, organizational and geographical unit. So, the assignee can access data and work only within these specific parameters. To illustrate this further, imagine that you?are a business that sells software and hardware and so, you regularly carry out sales processes (case type); you?assign a sales member to?sell software (organizational?unit) to a company?XYZ?(specific case)?in Germany (geographical territory). In doing so, you make the data?and operations?for the case accessible only to that assigned person.?When you?assign roles with such clarity and purpose?for?different?business areas?with?one?CRM solution like Solastis, you?can instantly simplify?and improve?case resolution across?your?organization.??More importantly,?you can create customized authorization roles based on your specific requirements.
Use Solastis??tools to control access to specific cases easily
In?Solastis CRM with strong authorization, you can create an authorization role according to the specific requirements of the?company. When you create a case, you can categorize it according to organizational unit, territories or case type and you can apply the same classification while authorizing an employee?to that case.?There is no need to create any user groups or implement any complicated?mechanism.
Maintain confidentiality for specific cases
When you control access to a specific case,?you also control the access to the data of the case. So, when a case contains sensitive information,?you can manage it more securely?in?Solastis?CRM?with strong authorization.