Security Levels in Synergy

Security levels in e-Synergy

Security levels are the easiest way to control access to documents in e-Synergy. There are other ways, including Division and Project, as well.

The basic rule is that the higher the security level, the fewer the number of people who qualify to see the document. A person with a given security level can see all documents (unless otherwise restricted) at or below that security level. Synergy comes with some security levels predefined. The rest are up to us.

Here are Synergy’s predefined security levels:

Security level
Description
Who can see/Example of use
0
The World
The general external public, for example prospects.

1
All customers
All customers as recorded in CRM can access this information.


2
All suppliers
All suppliers as recorded in Synergy can access this information.


3
Customer specific
Information can be seen only by the Customer whose account is linked to the item.


4
Supplier specific
Information can be seen only by the Supplier whose account is linked to the item.


10 - 98
Internal
Only associates can see this data. Most associates and many documents have a security level of 10.

99
Creator Specific
Only the creator of the document can see the document.

100
Resource specific
Resource (person) tied to the document, direct manager, HR personnel and Synergy administrators.


101
Project specific
Only project members can see this information. Useful for closely-held information.