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.