vtiger CRM Security Management

vtiger CRM supports advanced security management functions including roles, hierarchies, profiles and groups. This enables flexible access control to view and edit functions based on role, management hierachy and group membership.

Sharing Control

vtiger CRM has very flexible sharing and access control tools to allow you to setup the CRM system to match the needs of your business.  Sharing control can be changed for each module to reflect the desired levels of access and sharing of information needed by any specific organization.

Roles and Role Hierarchies

vtiger CRM provides a good set of tools to create and manage access controls using roles and role hierarchies. New roles can be setup easily with specific permissions.  You can setup manager or other roles in the role hierarchy with required access to subordinate roles.  For each role, you can speficy the level of access allowed and for each module.

Profiles

vtiger CRM Profiles can be used to manage sets of access permissions and assign them to roles.  This allows for easy management of access permisiions for different roles that you create.

Groups

vtiger CRM Groups allow easy management of access and sharing for different groups of users.  Users as well as roles can be added to groupsto easily manage the access permissions needed for groups.