Introduction
A connected system contains information from across the company. That makes access planning essential: the sales team, warehouse team, finance team, and managers may each need different records and actions.
Start with responsibilities
List what each role needs to read, create, edit, submit, or approve. Then configure permissions around those responsibilities. Where appropriate, user permissions can further restrict access to particular records.
“Access should follow responsibility.”
Clear ownership makes permission decisions easier to understand and review.
Areas to include in your access plan
Review the following with the people responsible for each department:
Role permissions for document types and actions
User permissions for relevant records
Workflow roles and approval responsibilities
Access review when people join, move roles, or leave
Test permissions with representative user accounts, including attempts to access records outside each role.
Agree the operational responsibilities too
Permissions are one part of running a business system. Hosting, backups, updates, and account administration also need clear owners and arrangements in your implementation and support agreement.
Putting it into practice
Go Smart System helps plan the configuration with your team. Review the access setup regularly as departments, responsibilities, and business processes change.
