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:
- Keep it simple
- Create your own roles
- Use a Layered approach
- Allow them to Deactivate
- Show the users what matters
- Use only one Business Unit
- User Ownership over Team Ownership
- Be open
- Renamed unused security roles
- Protect your data
Download slides for this session here: https://goo.gl/VD2rso
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