In an organization, many employees are works in a different department so need to assign multiples security roles. This for only security purposes, Apptivo allows you to set roles for employees who all are work under the project, handle confidential,etc. We set roles access then a person has access they only allow to enter and access the data or anything. How to set roles for employees using Apptivo software.
Roles
First you have to create multiples roles in the employee's application. It available in setting then click Roles to create many roles based on your choice. For example View access, edit access, delete access, access contacts, access invoice, access timesheets, etc. Apptivo allows you to create the multiples of roles it all are assigned to different application like CRM, Financial, Project Management, etc. Purpose of roles is employees works under projects they won’t need to see sales process if roles not assigned to employees they view every application suppose assign roles to employees they view only allocate application. This role for security purposes and also reduces employees confusion, employees view every application details it confuse the employees. Create roles and assign to employees in that roles set a employee's needed apps.
Privileges
Privileges are single access like employees only view, edit, create, manage, etc. Create multiple privileges then include newly created privileges into roles. Assign particular Roles to employees, if you want to remove some privileges in roles already assigned to employees. Edit roles after assigning to employees.
Conclusion
An organization applies more security to data based on your business needs or your choice. Because works with more security both internal and external it reduces data loss, attacks in online and secure from more issues.
