Currently we are implementing a solution whereby both record management and CRM work together i.e. RMS sits on a CRM box. How do the roles work in this case? Must we use the roles for CRM separate from RMS?

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I am not sure if you are planning to use the Enterprise Portal to access both Records Management and CRM system. Secondly, it is necessary to know the business and security needs of records of your organization. A generic answer is provided in the absence of specific details.

The authorization and security on RMS could become complex depending on the levels of an organization and if any third party service providers are used. You should be able to use the combined roles to access both CRM and RMS. However, that may not be the right course for some businesses. I would suggest exploring the Record Modeler functionality and understand how multi tier authorizations work. As you know, the authorization in RMS could be at several levels such as Records, documents, document templates, notes etc.

This was first published in December 2007

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