When managing access control for records, to whom can access be assigned: individual users, roles, or something else? Could you clarify how this determination is made and provide examples?
we are developing a lead management system to manage leads. Access control is important because we want to ensure that the right people can view and edit lead records.
Assigning Access: On the basis of different events & functionality in journey, we need to decide whether access to lead records should be assigned to individual users (like a specific salesperson), roles (such as “Sales Manager” or “Support Team”), or logged in user.
What functionalities are given in Workflow module for Access Control.
We can define the access for an event in following ways -
Login Id - We can give the access to the logged in User. Access can be given to that specific user.
Manual - We can pre-define the access for an event by choosing manual option in Acl. Access can be given in the below combination -
a. On the Basis of System Role - We can select to which role access needs to be given.
b. On the Basis of System Role + User - If we want to assign to a particular User
c. On the Basis of System Role + User + Location - If we want to assign to a User for a particular Location.
d. On the Basis of System Role + Location - If we want to assign to a role for a particular location.
Service - If we have some dynamic assignment we can configure the service on vconnect also which willl define to whom access needs to be given.