Introducing Record Classification
The first of Houdini’s Granular Security solutions, Record Classification ensures users only see the data within the categories they are authorised to see.
Built in Flexibility
Three fully separated, independent categories allow records to be categorised and restricted however required. Which means your security can look like:-
With 3 categories we can restrict by say priority, country and department.
In this example the account is visible across all departments in France and Germany.
New Child records automatically inherit the categorisations of their parents.
But that can be changed so this opportunity is only visible to
Corporate Finance in France
As with opportunities, new cases inherit the account’s categorisations.
Here because the case is about Marketing in Germany we just stop users in marketing viewing the case.
Just a few more things we thought about
The Houdini Granular Security solutions are designed to provide a complete out of the box, ready to use solution. So all our solutions are:-