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User Management and Access ControlsBefore you begin:
The cumulative setup of all users at your company defines your company's reporting hierarchy and sales quotas. Individually, for each user at your company, you must specify a user role. A user's role and associated access profile determine an employee's access to tabs, features, and records. They also determine which page layouts the employee sees when using the application. By default, the application provides a set of profiles and roles that covers most company's needs. However, if your company needs several different page layouts for the same default role, you can copy existing roles and customize page layouts further for the new roles. That way, a sales manager in one industry will see one set of fields while a sales manager in another industry will see a different set of fields. For example, your company may have two distinct sales forces: one focused on Install Base Account Management and the other focused on New Business. Install Base Field Sales Reps track account information about their customer deployments. New Business Field Sales Reps track account information that profiles the purchasing requirements of their prospect accounts. Although these two job duties are very similar, the type of information most relevant to support their daily processes is quite different. By copying the Field Sales Rep role, you are able to create two roles and design page layouts that support the unique business requirements of the two sales forces. Click a topic to see step-by-step instructions for the procedures pertaining to management of Users, Groups, Books, Profiles and Roles:
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Published 05/11/2007 |