1. Overview

1.1 Role Management

Administrators can assign appropriate Roles to users based on their job responsibilities. This ensures users only access the features they need while protecting sensitive information from unauthorized access.

• Role Creation: Administrators can create different Roles based on system functionalities and business needs. For example, custom Roles like Sales Representative, Customer Service Agent, or Sales Manager can be defined to reflect varying responsibilities.
• Permission Configuration: For each Role, administrators can configure functional permissions (e.g., creating Accounts, editing Orders) and field-level access controls.
• Role Assignment: Administrators assign Roles to users, ensuring they have the appropriate functional and data access permissions.

1.2 Data Permission Management

Administrators can implement multi-tiered data permission controls, including object-level and record-level access. Common methods include:
- Data Ownership: Restricting access to records owned by the user.
- Department-Based Access: Granting access to data within a user’s department.
- Related Teams: Allowing shared access among designated teams.
- Data Sharing: Enabling temporary or conditional record sharing.

Additional features like temporary permissions and multi-dimensional controls provide flexible, granular data security configurations.

1.3 Security Auditing

The Security Auditing feature tracks user permission activities and allows exporting audit logs. This supports system security monitoring, compliance verification, and further analysis.

2. Use Cases

2.1 Functional Permission Scenarios

• Administrator Permissions: Full access to system configurations, including user management, Role management, workflow customization, and object/field settings.
• Sales Team Permissions: Access to Account Management, Opportunity Management, and CPQ (Configure-Price-Quote) tools, excluding administrative functions.
• Customer Service Permissions: Access to Work Order Management, customer feedback tools, and support workflows, excluding sales/marketing features.
• Department Manager Permissions: Access to team performance Reports, sales forecasts, and team Calendar scheduling for oversight and support.

2.2 Data Permission Scenarios

• Owner-Based Access: Users access only records they own (e.g., their assigned Accounts or Opportunities).
• Department-Based Access: Department heads view data within their department’s scope.
• Temporary Permissions: Approval task assignees may require short-term access to specific records.