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Restricting Data Access for Backend Users

In the Basic configuration > Employee section, it is possible to assign a web backend user to each employee. Through this assignment, as well as the assignment of the supervisor, it is possible to restrict a web backend user's access to employees and customers.

If a web backend user has no link to an entry from Basic configuration > Employee, they have full access to all customers and employees.

Let us assume the following company structure (KAM = Key Account Manager, SKAM = Senior Key Account Manager):

If you want to give the KAMs, SKAMs and the sales manager access to the DeDeSales web backend and restrict the access accordingly, you must do the following:

  1. Assign all district managers the corresponding KAMs as supervisors.
  2. Enter the corresponding user (from Administration > User) for each KAM under Basic configuration > Employee.
  3. Assign all KAMs the corresponding SKAMs as supervisors.
  4. Enter the corresponding user (from Administration > User) for each SKAM under Basic configuration > Employee.
  5. Do not assign any users or Basic configuration > Employee to the sales manager, as this person should have unrestricted access as the highest hierarchy level.