Security Tab - CRM Relationships

The Security tab captures and displays the assigned user and team. This tab also contains default settings for the organisation, such as eService login passwords, default user and teams and default jobs.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Assigned User

This field displays the current owner of a record. Security uses the record ownership to determine access defined on the User Preferences form. Records are created with the assigned user defaulting based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

You can select the default assigned user in User Preferences > CRM:

Mine (Current User) - Defaults to the user who is logged in.
Unassigned - No default user is assigned when a new record is created.
Module Default - CRM system settings are used.

If Module Default is selected, then these security options are available:

Mine (Current User)
Unassigned

You can change the user by selecting another user from the dropdown list.

Assigned Team

This field displays the team that currently owns a record. Security uses the record ownership to determine access defined on the User Preferences form. Records are created with the assigned team defaulting based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

On the User Preferences form, you can select the assigned team to default to:

My Default Team - Uses the default team for the user who is logged in.
Unassigned - No default team is assigned when a new record is created.
Module Default - CRM system settings are used.

If Module Default is selected, then these security options are available:

My Default Team
Unassigned

You can change the assigned team by selecting another team from the dropdown list.

Default Team for Service Request

Select the default security team to use when creating new service requests for this organisation. The service requests can be generated from within CRM or through eCRM.

Note: If the Default Team for Service Request field is visible on the Organisation Maintenance form, but no team is selected, then the Service Request Security Team is assigned using the current CRM user's Module Control Security settings.

Default Team for Call

Select the default security team to use when creating new support calls for this organisation. You can generate report calls in CRM or through eCRM.

Note: If the default team for the Calls field is visible on the Organisation Maintenance form, but no team is selected, then the support call security team is assigned using the current CRM User's Module Control Security settings.

Default Job for Service Request

Select the default job for service requests generated for the selected organisation. Drill down on the job to view the detail. The selected job defaults on the service request when the service request is saved and the Job field is blank.

Default Job for Call

Select the default job for support calls generated for the selected organisation. Drill down on the job to view the detail. The selected job defaults on the support call when the call is saved and the Job field is blank.

Default Debt Collection Call User

Select the default user to be assigned to debt collection calls for this organisation.

You can bulk update the Organisation Debt Collection user with the Bulk Re-assign User feature.

Default Debt Collection Call Team

Select the default team to be assigned to debt collection calls for this organisation.

You can bulk update the Organisation Debt Collection team with the Bulk Re-assign Team feature.

Restrict eService Search Teams

Select the teams that the organisation can perform searches for in eService. The selected teams appear in the field below Restrict eService Search Teams.

eService Password

Enter the eService password for the organisation. The eService password is used to access eService.