versaCRM Security Profiles

Security Profiles are used to grant levels of authorisation by which particular User types can have more administrative privileges and others cannot.

An Administrator can manage the versaCRM Security Profiles by selecting the Manage CRM Security Profiles icon from the versaSpinner - versaCRM tab.

The System Security Profiles screen displays each Security Profile and allows for new Profiles to be added.
Upon selection the Security Profile will show what permissions have been granted. These permissions can be changed by selecting the appropriate radio button to Allow or Deny.

Assigning CRM Security Profiles to Users

To assign CRM Security Profiles to Users select the Manage System Users icon from the versaSpinner - Administrators tab, and in the System Users window select the CRM Security button.

The Available Profiles can be added to or removed from the Current Profiles listed for the User by double-clicking them.
A User can be assigned multiple CRM Security Profiles, the >> button will add all the Available Profiles to the Current list.

CRM Security Profiles are also assigned as the Ownership Profile for versaCRM Records. In order for Users to have management privileges against versaCRM Records they must be assigned the CRM Security Profile that matches the Ownership Profile against the record. The Ownership Profile for versaCRM Records is set in the Owner field on the Administration tab.