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Permissions

Tip: Users and permissions can also be added and configured in the Isah Configuration tool.

A user cannot use the CRM app if insufficient permission has been granted in Isah. For every form, function and preset in Isah CRM, there is a program code in Isah that allows you to grant a user permission to view the form and preset or perform the action. There are no levels in the permission structure: a permission is on or off. For someone to have access to specific program, their permission for it should be set to 'Delete', which is the highest level available in Isah. Anything lower will result in the form, function or preset being blocked in Isah.

Below is a list of the program codes in Isah and the form and functions they give access to in Isah CRM.

Please note: To allocate an Isah CRM license to an Isah user, set their permission for program code 510000000 to 'Delete'.

Program

Description

Form/Function/Preset

510000000

IsApp CRM

Application

510001100

IsApp CRM: Customers

Form

510001101

IsApp CRM: Customers

Preset

510001102

IsApp CRM: My customers

Preset

510001103

IsApp CRM: Debtors

Preset

510001104

IsApp CRM: Relations

Preset

510001105

IsApp CRM: Obsolete

Preset

510001106

IsApp CRM: Domestic

Preset

510001107

IsApp CRM: Foreign countries

Preset

510001108

IsApp CRM: My group

Preset

510001109

IsApp CRM: My line of business

Preset

510001110

IsApp CRM: My region

Preset

510001111

IsApp CRM: My selections

Preset

510001151

IsApp CRM: Change customer

Form

510001152

IsApp CRM: Add customer

Form

510001161

IsApp CRM: Change address

Form

510001162

IsApp CRM: Add address

Form

510001171

IsApp CRM: Change contact

Form

510001172

IsApp CRM: Add contact

Form

510001200

IsApp CRM: Selections

Form

510001201

IsApp CRM: Add selection

Form

510001202

IsApp CRM: Delete selection

Form

510001300

IsApp CRM: Messages and actions

Form

510001301

IsApp CRM: Add message and action

Form

510001400

IsApp CRM: Sales offers

Form

510001401

IsApp CRM: Offer request

Form

510001500

IsApp CRM: Sales orders

Form

510001600

IsApp CRM: Sales lines

Form

510001700

IsApp CRM: Sales contracts

Form

510001800

IsApp CRM: Amounts due

Form

510001900

IsApp CRM: Invoiced turnover

Form

510002000

IsApp CRM: Objects

Form

510002100

IsApp CRM: Service messages

Form

510002200

IsApp CRM: Service contracts

Form

510002300

IsApp CRM: Parts

Form

510002400

IsApp CRM: Open documents

Function

510002401

IsApp CRM: Documents customer

Form

510002402

IsApp CRM: Documents message

Form

510002403

IsApp CRM: Documents action

Form

510002404

IsApp CRM: Documents sales offer

Form

510002405

IsApp CRM: Documents sales order

Form

510002406

IsApp CRM: Documents sales line

Form

510002407

IsApp CRM: Documents sales contract

Form

510002408

IsApp CRM: Documents amount due

Form

510002409

IsApp CRM: Documents invoiced turnover

Form

510002410

IsApp CRM: Documents object

Form

510002411

IsApp CRM: Documents service message

Form

510002412

IsApp CRM: Documents service contract

Form

510002413

IsApp CRM: Documents part

Form

510003000

IsApp CRM: Customer cockpit

Form

510004000

IsApp CRM: My actions

Form

510009000

IsApp CRM: Settings

Form