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Please find attached below the topics discussed on this page:

Table of Contents
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Warning

Please bear in mind that by changing a user’s role, it will change his/her the 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.

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  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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