What are the best practices for CRM access controls?

What are the best practices for CRM access controls?

Best practices for CRM access controls include role-based access, regular audits, and strong password policies.

Can you explain role-based access in more detail?

Role-based access ensures that users have permissions based on their job roles, limiting access to sensitive data.

How often should we conduct audits on access controls?

It's recommended to conduct audits at least quarterly to ensure compliance and identify any unauthorized access.

What are some common mistakes to avoid with access controls?

Common mistakes include overly broad access permissions, neglecting to update access when roles change, and weak password policies.