Users - Feature Overview

The ‘Users’ feature is the main tool within the CRM to create user profiles and manage permissions, including such roles as Admin, Back Office, Sales Lead, Sales Force, Address Intermediary, and Content Manager (refer to the ‘User Roles’ section for more information on each role).

The ‘Users’ feature offers two key elements, an easy-to-navigate table with a full list of users and relevant information, and the ‘User Details’ view that provides an in-depth look into the employee’s profile, their position, and the sales points that define the salary rate. The Users table list is searchable and can be managed based on a rich variety of filters.

A streamlined User Profile Creation Wizard simplified the process of adding new users to the system, ensuring accurate configuration of roles and contact assignments. Widgets within the ‘User Details' view, including the Applications list, Tasks, and Contacts, enhance visibility into the user’s ongoing responsibilities, and assigned contacts.