Defining the category security

Prerequisites

The security of categories must be configured correctly, as it influences the security of customer records.

Follow the steps below and learn how to define the security of a category:

1. Access the Configuration > Customer > Category (CT005) menu.

2. Select an existing category.

3. Click on the button.

4. Access the Category security tab.

5. From the button bar, click on the button.

6. On the screen that will open, in the Access type field, select the access type of the parties involved in the security of the category.

Team	Members of a registered team.
Organizational unit	Users from a certain business unit/department of the organization.
Department/Position	Users from a specific department of the organization, who have a specific position.
Position	Users who hold a specific position in the organization.
User	A specific user.
All	All users who have access to the SoftExpert Customer component.

7. In the Permission profile field, select the profile with the actions that the users can take.

Add	The users will be allowed to add data related to the category.
Edit	The users will be allowed to edit data related to the category.
Delete	The users will be allowed to delete data related to the category.
Security data	The users will be allowed to edit security data related to the category.
List	The users will be allowed to view the category of the system hierarchies.
View	The users will be allowed to view data related to the category.

8. Find and select the users defined for the security rules.

9. To finish the configuration, click on the Save and exit button.

With the category security defined, we can create a new customer. Refer to the Creating a customer article and see how to perform this operation.