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Oct 16, 2017

This is a short recap of the "Best Practices when Setting up Security" session I led during the 2017 CRMUG Summit in Nashville, TN.

Best practices covered:

  1. Keep it simple
  2. Create your own roles
  3. Use a Layered approach
  4. Allow them to Deactivate
  5. Show the users what matters
  6. Use only one Business Unit
  7. User Ownership over Team Ownership
  8. Be open
  9. Renamed unused security roles
  10. Protect your data

Download slides for this session here:

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