Enter Access for CRM and SRM Objects
Explanation
This activity is used to specify access for a CRM or a SRM object, like for example
business opportunity and business activity. The Access tab
displays the access settings for the object. When the opportunity or the
activity is created, access groups are added according to the settings on
CRM and SRM Access.
Access can also be defined
for individual users on the object. From the overviews it is
possible to add access groups to one or several opportunities or activities.
Prerequisites
- The business opportunity header or business activity header must have been entered and saved.
- To add access for a group, the access groups must have been defined on
the CRM and SRM Access/Users per Group tab.
System Effects
As a result of this activity, users or access groups are connected to the
object.
Window
Business
Opportunity
Business
Activity
Marketing Campaign
Related Window Descriptions
Business Opportunity
Business Opportunity/Access
Business Activity
Business Activity/Access
Marketing Campaign
Marketing Campaign/Access
Add Access Group
Procedure
To add an access group in the object form:
- Open the Business
Opportunity/Access
tab, the Business Activity/Access tab
or the Marketing
Campaign/Access tab.
- Create a new record.
- Enter a
group ID in the Group ID field. The group description will be retrieved
automatically.
- Save your changes.
To give a user access to an object in the object form:
- Open the Business
Opportunity/Access
tab, the Business Activity/Access tab
or the Marketing
Campaign/Access tab.
- Create a new record.
- Enter a
user ID in the User ID field. The name will be automatically retrieved.
- Define access by selecting the check boxes.
- Save your changes.
To add an access group from an overview window:
- Open the Business Opportunities or Business
Activities window.
- Right-click and then click Add To Access Group.
The Add To Access Group dialog box is displayed.
- Enter access group in the Group ID field. Click List to use the List of Values to find a
group or enter it manually. The access group description will be automatically retrieved.
- Define whether the access group should be connected to all rows or only to
the selected rows.
- Confirm by clicking OK.
Note: For business lead activities, access will be inherited from
business lead. For business lead campaign activities, access will be set as per
the access rights on business lead and campaign. That means for business lead
activities and business lead campaign activities, the
Access tab is read-only.