Access Templates

Simplify User Security Role
and Team Assignment

Do you have a complex security model in your CRM system and having difficulty keeping track of which security roles and teams to assign to different user types? We have a solution for you!

Manage and Maintain User Access

Set up the security model flexibly and easily.

Layered Approach
Maintains ease of administration.

Reusable Templates
Change and re-apply different user categories to all users.

Different User Types
Don’t need to maintain multiple similar security roles.

Automatic Security Roles
If a user changes business unit, the security roles will be automatically reassigned to the user.

User Management

Remove the complexity from your user administration.

Security Roles

Apply security roles to every user of a certain type.

Team Assignment

Give access seamlessly to certain data.

User Management

Remove the complexity from your user administration.

Security Roles

Apply security roles to every user of a certain type.

Team Assignment

Give access seamlessly to certain data.

Innovation

Manage Users Effectively

The management of users can be time consuming and prone to human error. Use Access Templates from Nemely to streamline management and maintenance of user access and never give the wrong access to a user again. And it is fully supported in UCI.

Security Roles

Maintain Administration Easily

The Access Templates solution from Nemely allows the administrator to create a set of Access Templates that contain security roles that should be applied to every certain type. Administrator or super user can set up reusable templates for the different user categories in the company that can be easily changed and reapplied to all users with the click of a button.

Team Assignment

Access Data Seamlessly

Along the predefined profiles that fit your business, you just need to decide which business role a user has, and everything else is taken care of for you. Keep organization specific naming of the different user types, without having to maintain multiple similar security roles.

Key Features and Benefits

Use the layered approach of the security model while maintaining ease of administration.

Set up reusable templates for the different user categories in the company.

Templates can be easily changed and reapplied to all users with the click of a button.

Keep organization specific naming of the different user types, without having to maintain multiple similar security roles.

If a user changes business unit, the security roles of the Access Template will be automatically reassigned to the user.

User management is fully supported in UCI.

Pricing

Reach out to us, And we'll happily Answer Your Questions

Let's Talk

Have a question about custom pricing, enterprise agreement, or anything else? Please let us know, and it'll be our pleasure to assist you.

Full-use license
Customer-tailored pricing
Create custom access templates
Include relevant roles and teams
Quickly apply global changes
Copy and reuse templates

Plans & Pricing

Pick the plan and payment option that suits you best

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Let Nemely help you get started!

Book a free meeting, and let us show you a simplified CRM starter package.