CRM security settings

This article describes the security settings you can configure to grant or restrict user access to Customer Relationship Management (CRM) data in Autotask. It also documents the settings of the system security levels in your Autotask instance.

System security levels are not editable, but you can make copies and edit them to create custom security levels. Refer to:


This section enables you to configure user permissions to access data for organizations and contacts by organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. type, configure object permissions for all CRM entities, configure feature access and opportunity checklist and other permissions, and the dashboard for individual organizations. You can designate view, add, or edit permissions on a per-object basis.


Additional Resources