XRMS Open Source CRM Administrator Guide v 1.99.1
Overview of Administrator Tasks
XRMS Administrators are responsible for several major activity areas that are performed from the Administrator screen. They are:
- Access Control List Security
- Manage: Used to maintain different aspects of XRMS.
- Types and Statuses: Maintains information seen in the drop-down lists.
- Plugins: Used to add or delete XRMS plugins.
- Custom Fields: Administering custom fields for your installation.
- Import/Export: Used to import and export company data.
Access Control List (ACL) Security
The Access Control List (ACL) feature is used to restrict access to certain XRMS features to those users who are authorized to perform such tasks.
The ACL security in XRMS is designed around a model of giving Users a Role in a Group. Permissions on objects in XRMS are defined first by the Role. Specific objects may be owned by a Group. Users may be in multiple Groups.
Related XRMS Open Source CRM Administrator Guide v 1.99.1: privilege system, access control list, acl system, administrator role, management screen, activity areas, group users, group permissions, statuses, administrator guide, data access, xrms, dashboard, security policy, roles in groups