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Optional Team Based Access

Legrand CRM has an optional extension that enables team based permissions on data that can be accessed. More information is available here in our news blog.


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LegrandCRM

Database security, access & data integrity

The security and integrity of corporate data is often a key concern to business owners and managers. Legrand CRM features a number of functions that enable business to regulate data access and ensure data integrity, these include;

Arrow Bullet The ability to regulate user access rights - this allows owners and managers to control exactly what a user can and cannot do when logged into the system using their username and password (anyone using Legrand is required to login using a username and password, user access rights can be changed by an administrator at any time and user accounts can also be made inactive). Potentially worth noting for companies wishing to operate more than one database is that users can have different user access rights in different databases if desired.

Legrand CRM Login Screen

Legrand CRM User Rights

Legrand CRM User Rights

Arrow Bullet Restriction of data access - this allows owners and managers to control the records within the database users have access to. In the Professional Edition this is based on being able to regulate whether a user can see all records or only records for which they are the account manager. In the Corporate Edition this is extended to include team based, hierarchal controls as to what records users have access to with the added functionality for 'public' records.

Legrand CRM Account Manager

Arrow Bullet Audit trail - Legrand CRM keeps track of the Creator and creation date of a record, as well as who last modified a record and when. The Search function can be applied to Creator, Creation Date, Modifier and Last Modified Date; this enables you to quickly find which records have been recently changed and identify who performed the change.

Legrand CRM Audit Trail

 

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