User Setting

User Setting

Users refer to individuals who have access to the CRM system and use it to manage customer data, interactions, and relationships. Users can be employees of the organization or external stakeholders such as partners or customers. 

To go to User Settings you need to go to business settings.

After opening the user, you will see lists of users you have had on your company. You can also start adding a new user by clicking Add User.

Now you need to select what type of User you wanted to add, it's either an Existing User or you can start creating a new user. 

When you create a new user you need to fill out the details that are needed under the General Information.

When you scroll down you also need to add your email signature if needed.

Under Permissions you will have toggle menu's for the permission you wanted to access by this specific user.

There are permissions for different tabs so you can click any of these to check what you will allow this user to access.

You will also have to set-up the notification permission for this user. There will be a drop-down for each Notification permission. So once you click that you can turn it on and off if needed.

And lastly is the office timings where you will have the opportunity to change this users business schedule.

Once you have completed setting up your user you can now click Save to add the user.