Setting up security for Business Development
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About Business Development
Follow these instructions if you are already using Ajera and
now want to set up security for only Business Development. Otherwise,
set up security for Business Development as you set
up security groups.
- You set access to Business
Development for employees through security groups. Decide which security
groups you want to allow access to Business Development. As with all security,
the Administrator has complete access.
- From the Company
menu, click Security.
- Click the security
group you want to set up for business development, and click Edit.
- Click the Setup
tab, and do the following, as needed:
- To allow members to create and change marketing stages,
select the Marketing stages check
box.
- To allow members to create and change final marketing
dispositions, select the Marketing final
dispositions check box.
- Click the Projects
tab, where you allow access to the Project Command Center, and to its
various tabs and fields.
- Click the Project Info
subtab. In the table, review and change the settings for the Business
Development subtab, as needed.
- Review and change other settings in the same way that
you set up project security
for other project information.
- To allow access to a Business
Development report, click the Reports
tab, and select the Allow check
box to the right of the report name.
- To allow access to a Business
Development inquiry, click the Inquiries
tab, which includes these inquiries in the list:
For each inquiry, do one of the following:
- Select the Show on
Menu check box to allow group members to see the inquiry on the
Inquiry menu and access the inquiry from links in other inquiries.
- Select the Allow
check box if you only want to allow access to the inquiry from links in
other inquiries.
- Clear both check boxes if you do not want to allow access
to the inquiry.
- Click Save.
- Set up Business Development
security for other security groups in the same way.
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