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Susanna Romanelli

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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

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

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Warning

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:

  • For DFO users, due to Security reasons, DO NOT CHANGE your 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.

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How to deactivate users' CRM profiles

Warning

  • 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 his/her 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

    • yours or other users' roles. Instead, please refer to support@dfogpc.com to assist you with this request

b)

    • 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

  2. Turn Off the toggle

  3. Remove any roles by clicking on the Delete button

  4. Remove any branches, by clicking on the Delete button

  5. Click on the Save button

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    and the user CRM profile will be deactivated

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