Add, re-name, expire and search CRM users
Only the Key Account Holder or an Admin User can add new CRM users onto an account. A new user set up will be set up as a Basic User - meaning the...
Wed, 25 Nov, 2020 at 12:15 AM
1. Go to Account icon found along the menu bar as shown below: 2. See the number of users (screen-shot example below) 3. T...
Wed, 25 Nov, 2020 at 12:15 AM
Can I rename a user to another person? Yes we can rename a user to another person (user) if you wish us to do so. Please let us know which us...
Wed, 25 Nov, 2020 at 12:16 AM
Can I expire a user myself? To expire a user who no longer requires access to your CRM account please contact our Support Helpdesk with the following: ...
Wed, 25 Nov, 2020 at 12:17 AM
Key Account Holders or Admin users of the CRM system can now manage the CRM users via the Account icon inside the CRM account as shown below: Mana...
Wed, 25 Nov, 2020 at 12:18 AM