Applying security policies to customers and employees
After you define security groups and establish policies that you want to enforce for customer, employees, or both, you can specify customer and employee users as members of the relevant groups. After you do so, the specified customer and employee users are restricted to customer records as defined in your policies.
About this task
To apply your security policies to specific customer and employee users, open the Security Groups application (), and use the online help (Help in the upper right corner) to add customer and employee person names to the relevant groups.
The following table summarizes the procedures for adding customer or employee users to security groups that service providers typically define.
| Security policy | Description |
|---|---|
| Policy to authorize access to all customer records; security group members can access the records of all of the customers that you have defined | In the security group, open the Users tab, and add a user ID for a user who will have this access. Repeat for each of the users to whom you want to grant unlimited customer access. |
| Policy to enforce security for external customers; security group members are authorized to view only their own customer records | In the security group, open the Users tab, and add a customer user ID for a customer user who will be restricted to his or her own customer data. Repeat for each customer user for whom you want to enforce the policy. |
| Policy to segment your employee workforce by customer; security group members are authorized to view only records that are related to their customers | In the security group, open the Users tab, and add a customer user ID for an employee who will be restricted to records related to one or more customers. Repeat for each employee for whom you want to segment customer data. |