An Introduction To VTiger’s “Profiles” System

November 4, 2016
Only those firms perform exceptionally well in this tough business environment which make great use of management hierarchy. Hierarchy also identifies the working boundaries and jurisdictions of people working in an organization. Within a firm, every bit of information is not exposed to all the members of the firm. The reasons behind this approach are varied greatly. Some firms follow the previously mentioned approach for privacy issues and some implement it with an aim not to overburden its staff members with excessive information. For example, the information regarding the financial of a firm is related to the accounts department only, so such information is exposed only to human resource related to the accounts department or the top management. This information will not be made available to the sales reps because they have nothing to do with. There is no need to make sales reps aware of the fact that how

“Profile” Is An Effective Way To Enhance Database Security

March 14, 2016
For obvious reasons, you cannot afford a single user wandering around into the whole database. While users messing around with the records is enough tension, restricting every single one of them to his/her own section is another task. Vtiger 7 provides a simple yet efficient solution for the matter. It helps in limiting the users from accessing the certain modules, fields and features, by creating and assigning profiles. It also aids in limiting the users’ actions regarding the CRM records. Setting up a Profile      1. To create a new profile, click on the App switch icon on the top left and select Settings.      2. There is an “User Management” button.      3. Clicking on the User Management button will show you Profiles icon.      4. Click Add Profile button on the top right corner.      5. The next window will let you assign