A user is a person that can log in to the CRM instance, manage records and perform certain functions and actions. In other words, users are the company’s employees that have access to the CRM instance. In EspoCRM, there are three types of users such as administrators, regular users, and portal users.
Administrators have access to everything in the system, and they can perform different configurations to ensure that the system functions smoothly. The regular users’ access to the data, features and actions within the CRM system is controlled by Security Roles.
Portal users are typically a business’s customers, and they are granted access via Security Roles only to certain predefined portal functions.
Authentication
2-factor authentication
Two-factor authentication plays a crucial role in protecting user accounts and strengthening overall security. EspoCRM supports the following 2-factor authentication methods:
- TOTP
- SMS
See more about 2-factor authentication in the documentation.
OpenID Connect authentication
EspoCRM supports authentication over the OIDC protocol. Users can authenticate to Espo using identity providers that support the OpenID Connect protocol.
Learn more about OIDC authentication in the documentation.
LDAP Authentication
EspoCRM can be configured to accept Lightweight Directory Access Protocol authentication.
The LDAP authentication allows users to log in to different systems using the same credentials. In this way, businesses eliminate the need to use different passwords, gain full control over resources and business data, and improve overall user management in organizations. It also reduces the probability that users will forget their passwords and lose access to the platform.
Learn more about LDAP authentication in the documentation.