Areas of Responsibility

What are Areas of Responsibility?

Areas of responsibility are marks that:

  • grant employees access to objects;
  • filter objects in the sections.

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What are Areas of Responsibility for?

For example, the company's central office is located in London, and the branch is in New York. The CEO wants metropolitan employees to see overseas projects. But he doesn’t want employees from New York to know about the London projects. Thanks to areas of responsibility, you will correctly configure access rights to subordinates and avoid information leakage.

The area of responsibility can be a region, a type of client or some distinctive feature by which objects are grouped.

Where do Areas of Responsibility Apply?

In the Contacts, Projects, Notes, Day planner and Proсesses sections. Each section may have its own areas of responsibility.

How to Assign an Area of Responsibility?

Step 1: Create an Area of Responsibility

  1. Go to the Settings/Areas of responsibility page. Learn how to enter the Smarty CRM settings.
  2. Click the Plus.
  3. In the Create an area of responsibility window, enter the name and click Create.

Step 2: Set the Area of Responsibility

  1. On the Settings/Areas of responsibility page, click on the required area of responsibility.
  2. On the page that opens:
  • fill in the Name of the area of responsibility field;
  • enable or disable the area of responsibility for the selected sections.

If you turn off area of responsibility for a specific section, it automatically disappears:

  • from all objects of this section;
  • from all access rights for this section.

Step 3: Add the Area of Responsibility to the Access Right

  1. Go to the Settings/Access rights page and select an access right. More...
  2. Go to the section tab.
  3. In the Area of responsibility block, select the desired area.

Do not remove No areas from access rights unnecessarily.

  • If No areas is selected, the employees will see objects without areas of responsibility.
  • If you remove No areas, the employees will not see objects without areas of responsibility.

Check that the employees are assigned the appropriate access right. Learn how to assign access rights.

Step 4: Select the Area of Responsibility for an Object

  1. Go to a section.
  2. Open an object or create it.
  3. In the Area of responsibility block, click Plus.
  4. In the window that opens, select the area you need and click Save.

The object will be shown to employees with the assigned area of responsibility. 

To check who sees the object:

  1. find the Who sees this object block on the right;
  2. click the Eye.

How to Remove an Area of Responsibility?

From an Object

  1. Go to the section.
  2. Enter the object.
  3. Click the Cross on the area of responsibility.

From the Access Rights

  1. Go to the Settings/Access rights page.
  2. Select the access right and go to the tab with the section name.
  3. Click the Cross on the area of responsibility.

From the Settings

  1. Go to Settings/Areas of responsibility page.
  2. Hover over the area of responsibility and select the Recycle bin.
  3. In the window that appears, click Remove.