Authorization and information security

As an administrator, you can grant authorization to specific management-level staff and control login access by restricting login IP addresses to protect your customer information and prevent data theft.

Data and page layouts assignment

Defining and authorizing data access levels according to the departments of your employees is crucial for your business. The data and information can be assigned viewable or editable fully or partially to a group or department per your business requirements.

Generally, for example, you can assign your operations team to create new leads from the source of a sales activity or import leads from your collaborative ventures while you only allow the sales team to view the lead information and make contacts with them.

In addition to giving permissions of data access, you can create and define field labels and data modules to include in page layouts for data display individually for the pages of leads, accounts, opportunities.

For the setup instructions, refer to Get started with LogixCRM administration.

LogixCRM access restriction

To protect your data and user accounts and prevent access from unauthorized third-party companies, restricting access by IP addresses is of vital importance. Basically, your Internet Service Provider (ISP) may assign you several static IP addresses. In the LogixCRM, it is feasible for you to include the static IP addresses and configure the IP restriction status for each user.

For those who need to deal with important and sensitive data of your business, you can confine their access to the LogixCRM to your static IP addresses and logins from other IP addresses are not allowed. In this case, your valuable digital data is well controlled and protected.

For details about setting up IP address restriction, refer to IP-based access restriction.