Permissions

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Admin Guide

Currencies in Roles and Provisions

Attaching Currencies to Roles and Provisions The currencies available for different roles and used in provisions are managed in Settings → Currencies in Roles and Provisions. In the settings the currencies available for viewing and use are determined for each role separately (see the picture below). There can only be one currency for the provision.

Admin Guide

Information Security – IP Permissions

Managing IP Permissions You can manage IP permissions in Settings → IP Permissions. If there aren’t any permissions (denied or allowed IP addresses) determined, the system will allow signing in from any IP address. By default, the system allows only CRM service provider’s IP addresses whose types are Permanent. Every change in permissions (creating, editing and […]

Admin Guide

Module Manager

Module Manager You can select the modules that are visible and active in the system (interface) in Settings → Module Manager. By default the tab Modules is first shown in the Module Manager (see the picture below). On this tab you can set the modules visible and usable by ticking the checkbox active . Most of the modules also […]

Admin Guide

Percent Steps Based Commission

Percent Steps Based Commission Introduction This guide concentrates on setting up percent steps based provision groups. You can find more information about other provision settings and provision calculation in general in Provision Calculation. In the percent steps based provision model, the provision is determined by realized transactions (= sales orders) during the month. The model […]

Admin Guide

Permissions – Business Intelligence

CRM-Service Analytics (Business Intelligence) Introduction CRM-Service Analytics (Business Intelligence) is a chargeable plugin for the CRM-service system. The BI module contains tools for online analysis of the CRM data in different views. The technology used is based on the best BI-technology on the market, Qlik Sense. BI permissions are always personal (named CRM-service user). These users’ […]

Admin Guide

Permissions – Custom Reports

Custom Report Permissions Custom report permissions can be edited in Settings → Custom Report Permissions. Select from dropdown menu the User Sales Group you want to edit. Click the Hae (Search) button and you will get the list of users in the current sales group. If a user has not been attached to any sales group, they […]

Admin Guide

Product Based Commission

Product Based Commission This guide concentrates on setting up volume based commission groups. You can find more information about other provision settings and provision calculation in general in Provision Calculation. Like with all the provision groups, creating and managing the product based commission is done in Settings → Provision Groups. In product based commission, there are no […]

Admin Guide

Provision Calculation

Managing Provision Calculations Managing different provision models is based on provision groups. The system enables managing four different parallel provision models for the users. The provision model of the user is determined by the provision group they are linked to. Each user belongs to a maximum of one provision group, which means that a user […]

Admin Guide

Sales Organization Hierarchy

Sales Organisation hierarchy In the CRM-service system, you must set up a hierarchy of the sales organization structures. The system users are linked to this structure on different organization levels. Users do not have to belong to any sales organization structure. In that case they will not have permissions for example to any Custom reports […]

Admin Guide

Security Settings

Security Settings An admin can manage the IP-address restrictions and brute-force settings in Settings → Security. The main view of the security settings is presented in the picture below. In brute-force protection field you can determine, how many failed login attempts will ban the IP address and for how long. The IP addresses that are trusted can […]

Admin Guide

System Access

System Access Management Definitions Entity = One saved record in the system, e.g. one account or quote. Introduction System access can be set for each entity, so that on the strictest (=lowest) access level each user can only see their own entities. Every entity has always only one owner, which can be either an individual user or […]

Admin Guide

Volume-Based Provision

Volume-Based Provision Introduction This guide concentrates on setting up volume-based provision groups. You can find more information about other provision settings and provision calculation in general in Provision Calculation. In the volume-based provision model the sales person gets provision from all the products in a sales order based on one base provision percent. The model […]

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