Security Overview

Ajera CRM's security lets a system administrator grant or restrict a user's access to applications, forms, records, and options in Ajera CRM.

Create Roles

As the first step in setting up Ajera CRM security, you create user roles that reflect your organization's business rules. For example, a marketing role can only view those portions of Ajera CRM that relate to marketing activities.

After you create roles, you can assign each user or a group of users to a role. Every user must have a role.

Use record level security to limit a user's access to specific records (specific opportunities, employees, and so on). For example, you may limit a marketing person's access to only those opportunities in a particular region of the country.

Create Users

Users are individuals who use Ajera CRM. Every user must have a user record in Ajera CRM. Create a user from scratch or from an existing Employee Info Center record, then assign the user to a role.

When a user logs in, Ajera CRM lets the user perform only actions to which his or her security role has access.

Assign Passwords

To log into Ajera CRM, each user must have a Ajera CRM username and password. A system administrator establishes password policies and determines the username and password for each Ajera CRM user. A user cannot change his or her username but can change his or her password.

Windows Integrated Security

Ajera CRM supports Windows Integrated Security, which allows users to log in one time for both Windows and the Ajera CRM application. Integrated Security logs a user into Ajera CRM based on the user’s Windows domain network login. If a user is not logged into the company network, the user will be prompted for a network ID and password before he or she can log in to Ajera CRM.

If you use the Ajera CRM cloud offering, Deltek Ajera CRM in the Cloud, or on-premise Ajera CRM, you can use single sign-on functionality, if you sign up for and configure Microsoft Azure Active Directory (Azure AD).

For more information on how to set this up, see one of the following guides:

  • Deltek Ajera CRM in the Cloud Administrator Guide — for customers who access Ajera CRM via the Deltek cloud.
  • Deltek Ajera CRM Technical Installation Guide — for customers who have Ajera CRM deployed on-premise.

Related topics:

  • Accounting, Administrator, and CRM Role Types
    When you set up security roles, you identify the role as belonging to one or more of three main categories: Accounting, Administrator, or CRM.
  • Access Rights to Menu Items
    When you set up security roles, you can assign access rights to specific Ajera CRM menu items.
  • Record Level Security
    When you set up security roles, you can control the specific records that the role can access and what they can do with those records. This is called record level security or row level security.
  • Set Up Users in Security
    Users are individuals who use the Ajera CRM application. When you implement Ajera CRM security, you must create a user record for each individual who will use Ajera CRM.
Parent Topic: Concepts Overview