Users
- William Camargo (Unlicensed)
- Susanna Romanelli (Unlicensed)
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?
Log into CRM and go to the left-side menu
Scroll down and click on Branches & Permissions
And then on Users.
How to add new users' to CRM
To create new users in CRM, please email support@dfogpc.com the below information:
The list of users
Fort each user, it is needed:
Full Name
Email address (this one will be used to log in to CRM)
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
Click on the user’s name or Edit button
Pick another location from the drop-down menu of the Location field
Click on the Save button.
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
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.
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
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
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.
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
