Permissions
Assigning account ownership with clear rules
Define account-routing priorities, protect existing owners and give ambiguous records a review path before enabling automated assignment.
Section
Permissions
Permissions
Checking data export before contract signature
Specify CRM export scope, relationships, permissions and timing, then inspect a sample before signing.
Permissions
CRM permissions
Plan CRM permissions by role, record, action and field. Test team access, limit partner and admin rights, and review access when responsibilities change.
Permissions
Giving an external partner limited account access
Define the accounts, actions and time period an external CRM partner needs. Test related data exposure and remove access when the work ends.
Permissions
Limiting sensitive CRM data stored on mobile devices
Identify and reduce customer information held on phones, including offline data, notifications and exports.
Permissions
Removing former users without orphaning customer records
Revoke a former user's CRM access, transfer active accounts and tasks, check automations, and preserve useful customer history.
Permissions
Restricting access by team and territory: design and test
Set team and territory boundaries for CRM records, check overlapping grants and related data, and test access after account transfers.
Permissions
Reviewing a CRM vendor's service commitments
Check CRM uptime wording, support hours, response terms, exclusions and remedies against the proposed contract.
Permissions
Reviewing administrator permissions
Inventory CRM administrators, compare grants with current duties, inspect audit history and record decisions when privileged access changes.