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:
- Command Bar
- Record Details
- Report Assistant
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.
to commit your changes.
Feature Security Recommendations
Managing Record Visibility and Security through Owner and Editor Groups
Each Record in AdvisorEngine CRM is assigned an Owner Group and an Editor Group. These control who can view the Record and who can make changes to the Record, respectively. By default, all Records are assigned the Owner Group and Editor Group of ...
AdvisorEngine CRM Security
AdvisorEngine CRM data is safe and secure, protected behind enterprise firewalls and advanced security systems, while industry-standard SSL technology authenticates server connections and encrypts all session traffic. AdvisorEngine CRM hosting ...
Managing User Profiles
An AdvisorEngine CRM User is anyone who has (or had) unique login credentials for accessing your CRM database. The User Profiles Grid (Settings > User Profiles) shows you all Users ever created in your database, both Active and Inactive. In order to ...
Login Security allows the AdvisorEngine CRM Firm Administrator to set parameters for user login. To access Login Security, navigate to Settings > Login Security from the Site Nav bar. The following options may be customized: Use Challenge Questions: ...
Managing Active Users and Licenses
AdvisorEngine CRM is licensed and operates on a per-user basis. Each Active User requires one license. To add new Users, either another license must be purchased or a current active User must be deactivated. To preserve data integrity, Users cannot ...