One of my clients uses a software solution that maintains their clients, jobs, invoices and employees. Yesterday, I upgraded their solution to be able to track prospects. This change allows them to specify a contact as a prospect or client, track notes for the contact, and run reports on the prospects. The additional reports required access to the “reports” page, which contains job status and sales reports.
To accomplish this securely, I created individual rights for each report. This allowed management to select which reports individual employees have access to. In adherence to point 5 in “Lock The Gate”, employees only see links to the reports they are authorized to access.
It’s your data; be secure.
Stephen Tuttle
DS Technologies, Inc