When you first set up your Resources (the people in your organization who will use the tool), you need to give some thought to how they will interact with the documents you plan to store in the document repository. Every resource has a security level. The higher the level, the more documents that resource can see (with a few special exceptions). Normally then, the top management would have security levels higher than entry-level personnel.
You control level 11 through 98. (Levels 0-10, 99, 100 and 101 have special functionality built it and must be used as designed. See Exact's Customer portal document 15.567.559 for the basic explanation of levels.
I'd suggest you diagram out your "management levels". If you have an organizational chart that should help identify how "flat" or " "hierarchical" your organization is. Then assign security levels to each major tier. Leave several numbers between each tier for gradations within that tier and for changes in the structure.
Here's an example:
Top Management (Exec VP, President, CFO etc) = level 30
Vice Presidential = level 25
Director = level 20
Manager = level 15
Supervisor = level 13
General = level 10
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1 comment:
This isn't about the security level post. Request for an article about which eSynergy features are best to use for recording/tracking different types of info about or touches with a customer. :)
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