Managing access to business-critical information is vital for any organisation. Sensitive data like financial or sales records must be carefully controlled to ensure security, while teams need access to relevant information without being overwhelmed by unrelated data. Permissions management can often feel like a balancing act, but it doesn’t have to be.
With this in mind, we’re introducing Record-Type Level Permissions, a new capability in SharePortals that allows administrators to assign permissions based on record type. This update offers more control, better CRM security, and a streamlined way to manage access.
Why This Is Important
In the past, permissions in SharePortals were broad by default, with full access granted to all users added to an instance. While it was possible to configure permissions manually for individual records, this approach wasn’t ideal for larger teams or organisations handling sensitive data.
Here’s why this change matters:
- Better Security: Organisations need to protect sensitive data from being accessed by users who don’t need it. Broad access permissions can lead to accidental exposure of confidential information.
- Simplified Management: Manually setting permissions for individual records is time-consuming and error-prone, especially as data and team sizes grow.
- Focused Workflows: Teams work better when they only see what’s relevant to their role. Overexposure to unnecessary data can lead to confusion and inefficiencies.
Benefits of Record-Type Level Permissions
1. Protect Sensitive Data
Now, administrators can restrict access to specific record types, such as financial data or sales information. This ensures that only authorised users can view or edit critical information, providing a layer of security that’s tailored to your needs.
2. Streamline Team Workflows
By assigning permissions at the record type level, you can organise teams more effectively. For example, post-sales technical teams can focus on delivery-related data without seeing sensitive sales or financial information.
3. Save Time on Permissions Management
Managing permissions at the record type level reduces the need for constant manual adjustments. This saves administrators time and reduces the likelihood of errors.
4. Scale with Confidence
As your organisation grows, Record-Type Level Permissions make it easy to onboard new users or restructure teams without reconfiguring permissions for individual records.
How It Works
From your SharePortals dashboard, administrators can now:
- Define Record Types: Categorise records by type, such as financial, sales, or operational data.
- Assign Security Groups: Set permissions for specific security groups, ensuring only the right teams have access.
- Choose Access Levels: Grant full access or read-only permissions depending on the group’s role.
This flexible setup allows organisations to maintain control over their data while keeping permissions easy to manage.
Get Started with Record-Type Level Permissions
Record-Type Level Permissions is now available in SharePortals, giving you greater control over how data is accessed and managed. This feature helps you protect sensitive information, improve team workflows, and simplify permissions management.
If you’re already a SharePortals user, visit our support page to activate this feature today. Need help? Contact our team, and we’ll guide you through the process.
Not yet using SharePortals? This is the perfect time to explore how our platform can transform your CRM experience. Schedule a demo or get in touch to learn how SharePortals can help your organisation work smarter and more securely.