Users

Used by your User Admins to create and manage user access to ensure each users sees apps appropriate to their role and permission level.

Users are setup and given permissions depending on the level of access required for each individual app - Read-Only, Read/Write and Super User.

You can set up as many users as you need.

• Read-only - you can search for and see records but can’t create, edit or delete records

• Read/write - you can search for and see records, and can create, edit and delete records

• Super user - as well as read/write access, you can also change the way the CRM actually works by changing settings

Your User Administrator is a senior member of your office with the ability to limit which apps each user has access to. This allows you to set up different teams with access only to the apps they need.

We train you how to set up users, then you manage access, passwords and apps for each. Each person’s dashboard will look slightly different depending on what they have access to.