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In the Users section, users are able to:
Check each user’s CRM profile
Editing the users' CRM profiles
Deactivating users' CRM profiles.
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How to add new users' to CRM
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To create new users in CRM, please email support@dfogpc.com the below information: The list of users Fort each user, it is needed: Full Name Email address (this one will be used to log in to CRM) The role that should be granted to each user or the CRM section that they should have access to.
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How to edit users' CRM profiles
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How to deactivate users' CRM profiles
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Please bear in mind It’s important to highlight that to completely fully removed a user from CRM, this can be done ONLY by the DFO IT Team, which can be contacted at support@dfogpc.com Additionally, by please bear in mind that changing a user role, it will change the access to the CRM sections and this can lead to a data breach. Therefore:
a) For DFO users, due to Security reasons, DO NOT CHANGE your other users' roles. Instead, please refer to support@dfogpc.com to assist you with this request
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Click on the user’s name or Edit button
Turn Off the toggle
Remove any roles by clicking on the Delete button
Remove any branches, by clicking on the Delete button
Click on the Save button
