DataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. security is a prime concern today, therefore any company in the market for a CRM solutionSolutionSolution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. will have questions about it. Here are answers to specific questions many have about data security in Pipeliner CRM.
Data Access Limitations
Data access can be limited, within Pipeliner, through different aspects such as data elements, types of users, permissions or groups. Task level permission can be assigned to users, and users can only view or edit specific records defined in administration. Tasks themselves can also be assigned multiple access levels.
For sensitive information, field-level security is applied—sensitive information can be hidden for selective roles. Field level security allows you to make fields invisible, enabling them for read-only or for full access. There are no fields or features in our standard data model that are not configurable by the clientClientA client is an entity who pays another entity for products purchased or services rendered. Also called a customer..
Various levels of privileges can be assigned to administrators. Administrators set permissions and roles.
As described in the previous article, there is full data segregation between clients.
Part of our GDPR compliance is that Pipeliner employees have no access to customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. data. If a client chooses, they may add a Pipeliner employee as an authorized userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. and thereby grant access to the customer’s data. Otherwise, we are only able to see customer usage of the system, but not the data.
There is full backup of CRM data, as covered in our last article. You can recover your database at any point during the backup retention period of 35 days, guaranteed by AWS RDS backup services. We can at any time provide a complete backup/dump of the data, and with one of our technologies, Bi-Feeder, we can even provide daily access to the full database.
Disaster and failover capabilities are inherited from the AWS environment. In addition to these, Pipeliner CRM has an internal mechanism for a secondary site to be available within 24 hours.
Authentication of Login Credentials
Through SAML 2, Pipeliner integrates its login with the client’s sign-on protocol. Two-factor authentication, if required, is provided by external services, such as Google or Microsoft.
For Configuration of Platform
For data visualization, platform configuration, automation, defining workflow rules and more, we provide a complete, easy-to-use toolkit.