Cyber Security Module for Worksuite CRM

Introduction

The Cyber Security Module in Worksuite CRM is designed to help businesses protect their valuable customer data and sensitive information from unauthorized access, use, disclosure, modification, or destruction. This comprehensive module provides a robust security framework to safeguard your company's data and ensure compliance with regulatory requirements. With the Cyber Security Module, you can easily manage security permissions, track user activity, and monitor system changes, providing you with an additional layer of protection for your data.

Step 1: Accessing the Cyber Security Module

To access the Cyber Security Module, follow these steps:

1. Log in to your Worksuite CRM account as an administrator or a user with the necessary permissions.
2. Click on the "Settings" icon (represented by a gear symbol) in the top right corner of the navigation bar.
3. From the drop-down menu, select "Cyber Security Module".
4. The Cyber Security Module dashboard will be displayed, providing you with an overview of your organization's security settings.

Step 2: Setting Up Security Permissions

The Cyber Security Module allows you to define custom security permissions to control user access to data, modules, and reports. Follow these steps to set up security permissions:

1. Click on the "Permissions" tab within the Cyber Security Module.
2. Click on the "New Permission" button to create a new permission rule.
3. Enter a name and description for the permission rule.
4. Select the specific data modules, reports, or functionalities you want to restrict or grant access to.
5. Choose the users or roles that you want to apply the permission rule to.
6. Click "Save" to create the permission rule.

Step 3: Tracking User Activity

The Cyber Security Module provides a user activity tracking feature that allows you to monitor user interactions with the system. Follow these steps to track user activity:

1. Click on the "User Activity" tab within the Cyber Security Module.
2. Select a specific date range or specific users to view their activity.
3. The User Activity dashboard will display a list of user interactions, including logins, logout, and changes made to data records.
4. You can filter the list by specific activities, users, or dates.

Step 4: Monitoring System Changes

The Cyber Security Module allows you to track system changes, such as modifications to data records, changes to user roles, and changes to permissions. Follow these steps to monitor system changes:

1. Click on the "System Changes" tab within the Cyber Security Module.
2. Select a specific date range or specific modules to view changes.
3. The System Changes dashboard will display a list of changes made to the system, including who made the change, what was changed, and when the change was made.
4. You can filter the list by specific changes, modules, or dates.

Step 5: Reviewing Audit Logs

The Cyber Security Module provides audit logs that track all security-related events, such as login attempts, failed logins, and changes to security settings. Follow these steps to review audit logs:

1. Click on the "Audit Logs" tab within the Cyber Security Module.
2. Select a specific date range to view audit logs.
3. The Audit Logs dashboard will display a list of security-related events, including who triggered the event, what the event was, and when the event occurred.
4. You can filter the list by specific events, users, or dates.

Conclusion

In this tutorial, we covered the basic steps to set up and use the Cyber Security Module in Worksuite CRM. By following these steps, you can take advantage of the module's features to enhance your company's security posture and ensure compliance with regulatory requirements. Remember to regularly review and update your security settings to maintain a strong defense against potential security threats.