Eine viel geforderte Funktion, die Zugriffsverwaltung für Portfolio-Benutzer, ist jetzt verfügbar! Sie können den Zugriff segmentieren und Rechte und Berechtigungen für verschiedene Arten von Vermögens und Portfolioteilen für verschiedene interne und externe Benutzer definieren.
Within your organization:
- Give your inventors access to their inventions only.
- Limit the access of your marketing team to the trademark portfolio.
- Give business unit managers access to their own portfolio.
But also, outside the organization:
- Give your agents access to the assets they manage
- Give your annuity providers access to the assets they manage
Limited access VS Completed access
From now on, when you add a user, two choices are possible:
1.Access to the entire portfolio:
This is not different to the past behaviour of Asset.
2.Access only assets where the user is listed as a contact:
The user who then logs in with limited access can only see the assets on which he is assigned as contact, which includes portions of the portfolio as well as portions of data on the renewal, committee and budget tabs.
