Efficient and secure data management is essential for maintaining team productivity. One of the best ways to achieve this is by setting access permissions according to each team member’s role and responsibilities.
To help you manage these access permissions, Barantum offers an access control list (ACL) and Data Roles feature. These features allow you to set and limit access permissions within the Barantum application, ensuring that only authorized personnel can manage your business’s critical information.
Let’s dive into the details so you can easily and effectively configure access permissions.
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What Does Limiting Access Permissions in the Barantum Application Mean?
Access management is a feature designed to restrict or grant data access to specific team members. You can determine who is allowed to view, edit, or delete particular information within the system.
Here are some of the modules where you can manage team access permissions in the Barantum application:
Why Is Limiting Access Permissions Important?
Here are several reasons why setting access restrictions is crucial for your business:
1. Protecting Data Security
Business data is a valuable asset that must be safeguarded. Without clear access control, data can be leaked or misused. By setting access limits, only authorized users can access specific information, enhancing overall security.
2. Preventing Editing Errors or Data Loss
Access restrictions help control who can make changes, reducing the risk of accidental edits or loss of essential data.
3. Simplifying Team Monitoring and Control
With clear access permissions distribution, management can easily monitor and control team activities. Each team member can only access information relevant to their tasks.
4. Enhancing Team Efficiency
When employees can only access the data they need, tasks can be completed more quickly and effectively.
5. Improving Data Management Transparency
Access restrictions allow you to track every data change, helping to increase transparency in business information management.
Example of Access Permissions Settings in the Barantum Application
Here is an example of how to set access permissions in the Barantum application for the Barantum Chat, Contacts, and Call modules.
There are two main settings for limiting access in the Barantum application: Data Roles and ACL (access control list).
Data Roles: This feature manages general data access permissions, such as viewing, editing, and deleting data.
There are several access restriction options you can set for each team in employee data roles.
ACL: This feature enables more complex access control for each module within the Barantum application.
How to Set Access Permissions in the Barantum Application
Before configuring access permissions, ensure that you have an admin account in Barantum. These settings can only be managed by specific users to maintain system security and functionality.
Step 1: Creating a Team
a. Log in to your Barantum CRM account as an admin.
b. Click on the settings icon in the top right corner and select Teams.
c. To add a new Data Roles setting, click +Team.
d. Fill in the required details, including the team name, description, assigned teams, and selected agents.
e. Click Save.
Step 2: Setting Data Roles
a. Click the eye icon and select Data Roles.
b. Define general access limits in each module, such as viewing, editing, and deleting data.
c. Set the access limitations, selecting whether it applies to all staff, group members only, leaders and owners, owners only, or leaders and group members within the team.
d. Once you have configured Data Roles, refresh the Barantum application.
Step 3: Setting ACL
a. Click the eye icon and select ACL.
b. Set ACL access permissions for the team, allowing you to limit and grant permissions for creating, updating, exporting/importing, saving, duplicating data, and more.
c. After configuring ACL access permissions, each team member must log out and log back in to apply the new settings to their CRM account.
By following the steps above, you can ensure that your company’s data remains secure and well-organized.
Managing access permissions properly not only enhances team efficiency but also prevents data breaches and safeguards your business information.
Start setting your team’s access limits now and manage your business more professionally with Barantum CRM!
