Setting Default Access Rights of Departments

In MidiCRM Plus, users have the flexibility to decide which users and departments can access the notes or records they create. While it is possible to set unique permissions for each note or record, users within the same department typically share similar access preferences, with exceptions for specific cases.

For instance, the sales department might want to share their contacts and companies with all users so that when a customer calls the customer support department, support agents can easily link their support notes with the appropriate customer and contact. However, notes about sales negotiations might be restricted to the sales team and their managers unless they involve other departments.

To simplify this process, system administrators can set default permissions for each type of record created by each department. This means users only need to adjust permissions for notes or records that require special access. Here’s how a system administrator can configure default permissions:

Steps to Set Default Permissions:

1. Access Settings:
   • Click the Settings icon in the top menu bar.
2. Navigate to Department Access Controls:
   • Click on Department Access Controls.
3. Select a Department:
   • In the left column, select the department for which you want to set default access settings.
4. Select an Object Type:
   • In the right column, choose the object type that users in this department will create.
5. Set Editor Rights:
   • In the Editors field, specify which users or departments will have default editor rights for this type of record created by users of the selected department.
6. Set Reader Rights:
   • In the Readers field, specify which users or departments will have default reader rights for this type of record created by users of the selected department.
7. Restrict Changes (Optional):
   • Users can override these default permissions. If you want to prevent users in this department from changing the permissions you set, enable the switch labeled “Cannot change the sharing settings.”
8. Save:
   • Click the Save button.
9. Repeat for All Departments and Object Types:
   • Repeat the above steps for each object type across all departments.

By setting up default permissions, you ensure consistency and ease of access across your organization, allowing users to focus on exceptions rather than everyday settings. This approach streamlines the sharing process and helps maintain a secure and organized data environment in MidiCRM Plus.