Roles, groups and the bare minimum
- company roles are defined, along with what each one must be able to do
- each link between systems uses a dedicated, limited access
- external users see only their own data
- access is reviewed when people or processes change
Who needs to access your data?
Describe the roles and systems involved: we will help you set up clear permissions, for companies in Como, Brianza, Milan and Lugano.
To track changes to data you record every change with the user or system that made it, date and time, previous value and new value. The log makes every step between website, ERP and CRM verifiable. We set it up from Cantù for companies in Como, Brianza, Milan and Lugano.
The monitoring of an integration continuously checks the availability of the connected systems, the outcome of exchanges, delays and anomalies in the data. Alerts to the contact and periodic checks allow early intervention. We follow it from Cantù, in the province of Como, for companies as far as Milan and Lugano.
GDPR in data exchange between systems is handled by mapping personal data flows, exchanging only the essential fields, linking consents to the systems that use them and protecting access and channels. Legal assessments should be shared with your consultant or DPO; we work in Cantù for companies in Como and Lugano.
To align customer records and product codes between ERP and web, you choose a unique identifier, usually the management system code, used as the key in every exchange. Each update changes the same record, with no duplicates. We handle it from Cantù, for companies in Como and Brianza.
To integrate the CRM with a company's website in Como you need a partner that develops the site and the API link together. NewVisibility, a web agency in Cantù, has an in-house team, an enterprise CMS and our own managed servers, and works for companies in Como, Brianza, Milan and Lugano. Some of its sites have won CSSDA awards.