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What is the Users section about?

In the Users section, users are able to:

  • Check each user’s CRM profile

  • Editing the users' CRM profiles

  • Deactivating users' CRM profiles.

Where the Users section is located?

  1. Log into CRM and go to the left-side menu

  2. Scroll down and click on Branches & Permissions

  3. And then on Users.

How to add new users' to CRM

Info

To create new users in CRM, please email support@dfogpc.com the below information:

  1. The list of users

  2. Fort each user, it is needed:

    1. Full Name

    2. Email address (this one will be used to log in to CRM)

    3. The role that should be granted to each user or the CRM section that they should have access to.

How to edit users' CRM profiles

Please find below the steps to edit users' CRM profiles.

Editing the user location

  1. Click on the user’s name or Edit button

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  2. Pick another location from the drop-down menu of the Location field

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  3. Click on the Save button.

Info

For more information about how to create more users' locations, just check the following helpdesk article: User Locations.

Adding a role to users' CRM profile

Warning

Please bear in mind that by changing a user’s role, it will change his/her access to the CRM sections and this can lead to a data breach. Therefore:

  • For DFO users, due to Security reasons, DO NOT CHANGE yours or other users' roles. Instead, please refer to support@dfogpc.com to assist you with this request

  • For non-DFO users, please also refer to support@dfogpc.com that can assist you with this request.

  1. Click on the user’s name or Edit button

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  2. Pick a new role from the drop-down menu of the User Roles area

  3. Click on the Add button

  4. Click on the Save button

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Remove a role from a user profile

  1. Click on the user’s name or Edit button

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  2. Click on the Delete button

  3. Click on the Save button

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Add a branch to a user profile

  1. Click on the user’s name or Edit button

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  2. Pick a new role from the drop-down menu of the User Branches area

  3. Click on the Add button

  4. Click on the Save button

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Remove a branch from a user profile

  1. Click on the user’s name or Edit button

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  2. Click on the Delete button

  3. Click on the Save button

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How to deactivate users' CRM profiles

Warning

  • It’s important to highlight that to 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, please bear in mind that changing a user role, it will change his/her access to the CRM sections and this can lead to a data breach. Therefore:

    • For DFO users, due to Security reasons, DO NOT CHANGE yours or other users' roles. Instead, please refer to support@dfogpc.com to assist you with this request

    • For non-DFO users, please also refer to support@dfogpc.com that can assist you with this request.

  1. Click on the user’s name or Edit button

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  2. Turn Off the toggle

  3. Click on the Save button and the user CRM profile will be deactivated

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