Role Security

The Role Security option on the Main Menu: Home will bring up a list of all current Access Control List Roles, or ACL Roles. Below is an example of an ACL Role List. There are 33 roles available to be selected.

From this list you can look at any current ACL role description. Double clicking on the role will bring up the ACL record, as seen below.

ACL Roles

An Access Control List Role, or ACL Role, is a document that is attached to a User Record. Attaching an ACL Role to a User Record enables the security that is associated with that specific ACL Role to transfer to the user. See User Security

For example, 'MenuCustomer' grants access to the main customer menu. Attaching 'MenuCustomer' to an ACL user's profile will enable access the Customer drop down menu. Below is an example of what an ACL Role looks like.

ACL Roles have a description of what they grant access to, or what ability they enable the user to perform. This is seen in the Description field.

The Notes area under the General Information Tab may contain any further information about this ACL, or further detail about what it does.

The Users Tab contains a list of all User Records that have this ACL Role attached to them.

New ACL Roles are created by system administrators only. To have a ACL Role changed or a new ACL Role created, contact your system administrator or the providers of this software.

Lists of Available Roles

Here is a list of the available roles that are built into OrangeCRM and their descriptions:

• ACLUser - Grants create and edit access to the User Security areas.
• AdminAccess - Allows access to all OrangeCRM functions and data.
• BankAccess - Allows access to OrangeCRM finance and banking data
• CmtEdit - Grants edit (update) access to customer comments.
• CreateProgram - Required to create a new program in OrangeCRM.
• CurrencyAccess - Enables the OrangeCurrency module and functions.
• EventAccess - Enables the OrangeEvent module and functions.
• EventMgr - Grants manager access to OrangeEvent functions.
• FulfillmentReq - Grants the Request New Fulfillment action on a customer record.
• MenuBank - Enables the main BANK menu.
• MenuCustomer - Enables the main CUSTOMER menu.
• MenuLead - Enables the main LEAD menu.
• MenuList - Enables the main LIST menu.
• MenuTrans - Enables the main TRANSACTION menu.
• MgrAccess - Allows access to oversight and setup functions.
• OpenMsgAccess - Enables the OrangeOpenMsg module and functions
• PerformTab - Grants access to the Performance Tabs and Charts.
• QuickFindExport - Enables the Quick Find export to .CSV file feature.
• ReadOnlyAccess - Prevents editing or updating any OrangeCRM data.
• SeeAcct - Grants access to all Account Codes, regardless of security setting.
• SeeAll - Grants access to all programs in the OrangeCRM.
• SeeBatch - Grants access to all Batch Jobs, regardless of security setting.
• SeeCat - Grants access to all Categories, regardless of security setting.
• SeeCmt - Grants access to all Predefined Comments, regardless of security setting.
• SeeComm - Grants access to all Commissions, regardless of security setting.
• SeeDisp - Grants access to all Dispositions, regardless of security setting.
• SeeEvent - Grants view and selection access to OrangeEvent master list.
• SeeRevShare - Grants view and selection access to Revenue Share master list.
• SeeMsgSvc - Grants view and selection access to Message Service Providers master list.
• TicketAccess - Enables the OrangeTask module and functions
• TransCCAccess - Grants full display of credit card and ACH data.
• TransEdit - Grants edit access to transaction records.

Security Profile Recommendations

Below is a Screenshot of the recommended Security Profile roles for six different user accounts. They can be customized to fit your company's needs by adding or removing any roles as required.

To edit or create other ACL (access control list) Users:

Go to Home Menu>User Security

Click on Create ACL user button

Click on the Chooser Icon (Eyeglasses)

Select one of the six profile roles that appear and add more or less roles as needed

Save the record – Exit User Security (The screen will refresh after you exit)

Go back to the Home menu and into User Security to see the changes.