Advanced User Rights

With advanced user rights, you can gain a higher level of access control and be even more specific about who's items you want each user to be able to access.

We can look at the Permissions in Membrain in two separate ways:

1. User Permissions determine which areas of Membrain users can access.
2. Advanced user rights then takes this one step further and allows you to break that down and apply access to items in Membrain's worflows and CRM areas, but limits it based on who the owner of the item is.

This means you can limit access to:

• Current User - allow access only to items the current user is the owner of.
• Current User's Team - allow access only to items owned by the current user's team members. The current user's items are included here as they are part of that specific team.
• Teams (other than the current user's team) - allow access to items which are owned by other team members. Choose one or multiple teams.other team members.
• All - allow access to everyone's items

Benefits

The benefits here are huge, allowing you to be very specific about what areas of Membrain you want users to be able to see, while at the same time controlling who's information they should have access to within those areas.

Of course this information is scoped, so activities are filtered with this in mind when viewing the Story Stream, Company or Contact information. If a user does not have advanced user rights to see specific information, then it simply won't be visible to them.

Some examples:

• Allow individuals access only to their own prospects - i.e. the prospects that they have created or have been assigned to
• Allow team members from, let's say, the New Business Team access their own and other New Business team members Sales Projects- i.e. sales projects that they are the owner of as well as their team members' projects.
• Allow all users access All Calendar and Activity items, except calendar and activity items that are owned by the Senior Management team - i.e. activities where a member of the Senior Management team is a participant

How it works

Advanced user rights are applied by an administrator when setting up User Permissions.

1. From your profile picture (bottom-left of the screen), go to System Setup and Manage Users.
2. Navigate to Permissions from the top toolbar and choose a Permission Set to edit or click Add to create a new Permissions Set.
   
3. Onve you've applied permissions to any of Membrain's 6 worflows (Prospecting, Sales Projects, Account Growth, Tickets, Flows, Elevate) and/or the CRM area, go into each of them and add ownerhsip and process access, as required
4. Click Save.

These advanced user rights are now part of this Permissions Set and can be applied to a specific user. Read this article here to learn how to do this.

Description of options available:

Prospects

1) Owner

In the owner selector, you can select either Current User, Current User's Team, (other) Teams or All. With Current User selected the user can see only Prospects  which he/she is either the owner or a stakeholder in . When Current User's Team is selected, the user can see only Prospects for which he/she or any in his/her team member is the owner or an internal stakeholder. With All set, no limit applies.   

2) Processes

With this function, you can limit access for a user to a specific Prospecting Process. When set, users can only see Prospects that exist in one of the Prospecting Processes. There is one additional option for Prospects - Unassigned. This option, if selected will also allow for access to prospects that do not yet have an owner. Activities are also filtered with this in mind when viewing the Story Stream.

Sales Projects

1) Owner

In the owner selector, you can select either Current User, Current User's Team, (other) Teams, or All. With Current User selected the user can see only Sales Projects which he/she is either the owner or a stakeholder in. When Current User's Team is selected, the user can see only the Sales Projects for which he/she or any in his/her team member is the owner or an internal stakeholder. With All set, no limit applies.   

2) Processes

With this function, you can limit access for a user to specific Sales Processes. When set, users can only see Sales Projects that exist in one of the selected Processes. Activities are also filtered with this in mind when viewing the Story Stream.

Account Growth

1) Owner

In the owner selector, you can select either Current User, Current User's Team, (other) Teams, or All. With Current User selected the user can see only Account Growth Projects which he/she is either the owner or a stakeholder in. When Current User's Team is selected, the user can see only Account Growth Projects for which he/she or any in his/her team member is the owner or an internal stakeholder. With All set, no limit applies.  

2) Processes

From this menu, you can limit access for a user to specific Account Growth Processes. When set, users can only see Account Growth Projects that exist in one of the selected processes. Activities are also filtered with this in mind when viewing the Story Stream.

Tickets

1) Owner

In the owner selector, you can select either Current User, Current User's Team, (other) Teams, or All. With Current User selected the user can see only Tickets which he/she is either the owner or a stakeholder in. When Current User's Team is selected, the user can see only Tickets for which he/she or any in his/her team member is the owner or an internal stakeholder. With All set, no limit applies. 

2) Processes

From this menu, you can limit access for a user to specific Ticket Processes. When set, users can only see Tickets that exist in one of the selected processes. Activities are also filtered with this in mind when viewing the Story Stream.

Flows

1) Owner

In the owner selector, you can select either Current User, Current User's Team, (other) Teams, or All. With Current User selected the user can see only Flow projects which he/she is either the owner or a stakeholder in. When Current User's Team is selected, the user can see only Flow projects for which he/she or any in his/her team member is the owner or an internal stakeholder. With All set, no limit applies.

2) Processes

From this menu, you can limit access for a user to specific Flow Processes. When set, users can only see Account Growth Projects that exist in one of the selected processes. Activities are also filtered with this in mind when viewing the Story Stream.

CRM Pages

The options to manage access to Companies and Contacts page in the CRM are based on who is the Account Manager of a Company. One additional option is available for when there is no Account Manager for a company - Unassigned.

Access to the Activities page in the CRM is based on who is a participant of an activity.

Calendar and Tasks

Again, the same settings are eligible for both the Calendar and Tasks options. Access is based on the owner of the Calendar and the Tasks.