Please find attached below the topics discussed on this page:
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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?
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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:
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How to edit users' CRM profiles
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For more information about how to create more users' locations, just check the following helpdesk article: User Locations. |
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Adding a role to users' CRM profile
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Please bear in mind that by changing a user user’s role, it will change the his/her access to the CRM sections and this can lead to a data breach. Therefore:
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Click on the user’s name or Edit button
Pick a new role from the drop-down menu of the User Roles area
Click on the Add button
Click on the Save button.
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Remove a role from a user profile
Click on the user’s name or Edit button
Click on the Delete button
Click on the Save button
Add a branch to a user profile
Click on the user’s name or Edit button
Pick a new role from the drop-down menu of the User Branches area
Click on the Add button
Click on the Save button
Remove a branch from a user profile
Click on the user’s name or Edit button
Click on the Delete button
Click on the Save button.
How to deactivate users' CRM profiles
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Click on the user’s name or Edit button
Turn Off the toggle
Click on the Save button and the user CRM profile will be deactivated
