Your own company

Creating your own company is a prerequisite for department heads and staff members of your com­pany to access all relevant data. There you can control access to the data with access rights.

Every staff member created in the CRM has access to their own master data, the contacts created by or assigned to them, activities and cases as well as to their own and all approved documents and templates.

You can structure the company and assign staff members to different organization units by creating a departmental hierarchy. A good organizational structure supports controlling. Sales directors and decision-makers are enabled to better coordinate and qualify tasks, activities and the work of department heads and staff members.

Note: The Own company should exist only once as a Group.  All the other companies are derivations and use the other groups. However, depending on how your own company is organized, it can be a group, but also exist several times.