In Bitrix24, setting up access rights is a key step in delimiting employee capabilities and ensuring data security. In this article, we will look at how to organize access rights so that each employee has access to the necessary information, and how to properly manage roles.
Access rights levels in Bitrix24
The Bitrix24 system allows you to configure new zealand telegram number database several levels of access rights. In the Bitrix24 box, user groups are used for this, and each is assigned a certain level of rights.
1
Employees — have minimal rights. They can view and edit only those documents and data that are provided for general use. This is the basic level, allowing the user to see only publicly available information.
2
HR department - have access to adding data in all sections, including the ability to edit employee information. This level is necessary for managing employee data and internal company documents.
3
Management - has extended rights, providing full access to certain company documents. This group includes top managers and allows them to see and edit strategically important data.
4
Marketing - designed to work with CRM, which allows the marketing and sales team to process leads, view customer data to manage marketing activities.
5
Corporate portal administrator - has the rights of all previous groups, as well as limited ability to manage the functionality of the portal and the CRM system.
6
The main user groups and their access rights:
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