Please find attached below the topics discussed on this page:
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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: 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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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 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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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
Image Removedand the user CRM profile will be deactivated
Image Added