Managing Access to Areas of AdvisorEngine CRM (Feature Security)

Managing Access to Areas of AdvisorEngine CRM (Feature Security)

Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to.

Feature Security is access from Settings > Feature Security from the Site Navigation bar.

The Feature Security is broken up into the following sections:

  • <All>
  • Command Bar
  • Homescreen
  • Record Details
  • Report Assistant
  • Settings
  • System
  • Workflows/Actions

Click Edit to make any changes.

Next to each Feature Name, use the drop-down menu in the Group column to select a User Group that can access the features.

Click Save to commit your changes.

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