Security Configuration Overview

Ajera CRM's Security features make it possible for your system administrator to grant or restrict user access to modules, forms, and records in Ajera CRM.

To define each user's rights to Ajera CRM, the system administrator first creates user roles that reflect your organization's business rules. For example, a "marketing" role restricts a user's access to the Ajera CRM features that relate to marketing. The system administrator then assigns each user to a role.

This "role-based" security approach provides flexibility and ensures that users have access to the specific processes and data that they need. When a user logs on, Ajera CRM verifies the person's username and password, and identifies the user's role.

Windows Integrated Security

Ajera CRM supports Windows Integrated Security, which allows users to log in one time for both Windows and the Ajera CRM application. Integrated Security logs a user into Ajera CRM based on the user’s Windows domain network login. If a user is not logged into the company network, the user will be prompted for a network ID and password before he or she can log in to Ajera CRM.

If you use the Ajera CRM cloud offering, Deltek Ajera CRM in the Cloud, or on-premise Ajera CRM, you can use single sign-on functionality, if you sign-up and configure Microsoft Azure Active Directory (Azure AD).

For more information how to set this up, see one of the following guides:

  • Deltek Ajera CRM in the Cloud Administrator Guide — for customers who access Ajera CRM via the Deltek cloud.
  • Deltek Ajera CRM Technical Installation Guide — for customers who have Ajera CRM deployed on-premise.

Related topics:

  • Record Level Security
    In record level security you control a security role's access to specific Info Center records.
  • Checklist: Setting Up Security
    To set up Ajera CRM Security, you complete a series of steps in Security Configuration.
  • Roles Overview
    Security roles define each Ajera CRM user's access rights and determine what actions the user can perform. Ajera CRM identifies a user's security role when the user logs in. Each user must be assigned to one role.
  • Users Overview
    Users are individuals who use the Ajera CRM application. When you implement Ajera CRM security, you must create a user record for each individual who will use Ajera CRM. Each user has a unique username.
  • Password Policies Overview
    After you create users, use Password Policies Security to establish the criteria for acceptable Ajera CRM passwords. These policies apply when users change their own passwords, which they can do after the initial log in.
  • Windows Integrated Security Overview
    Ajera CRM includes an option for Windows Integrated Security, which allows users to log in one time for both Windows and the Ajera CRM application.
Parent Topic: Configuration Overview