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.

XRMS uses a “default deny” security policy. So, by default, all permissions are denied to a user. Then, permissions are added by assigning users to Roles in Groups. This additive permissions stream is often referred to as a “most privilege” system. So, as new Roles are assigned to a User, additional privileges will be added
to the composite permissions for that user. XRMS’s ACL system uses these composite permissions for each user to determine whether a particular user should have specific rights on a specific object in or record inside XRMS.

XRMS ships with one default group “Users”, that has access to all records in XRMS, and two Roles “User” and “Administrator”. By Default, the User Role has world Read, Write, and Update permissions, and the Administrator Role has full permissions on everything in the system.

The ACL Management screen has two distinct parts:

• ACL Administration: The right sidebar displays the Access Control List
• Administration box. This list consists of various elements of XRMS that are defined and controlled by the administrator.
• Dashboard: When you click an item in the Access Control List, the Dashboard displays the different screens.

The following section describes the different items in the Access Control List. The procedure to add and edit is common for all the items on the list. For this reason, the procedure is explained only for one item, Manage Roles.

Download XRMS Open Source CRM Administrator Guide v 1.99.1

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