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CRM administrators and HR managers can set access permissions for new users upon their registration. Open "User profile" in editing mode:
Things you need to adjust in user profile:
- user status;
- user type;
- access to the CRM:
Select one of the following user statuses:
- new (CRM access denied) — right after self-registration by invitation link;
- company employee;
- contract worker;
- not working (CRM access denied);
- fired (CRM access denied).
- CRM administrator (full access control);
- HR manager (permissions to add new users and set access permissions for them);
- manager (advanced access control; suitable for department managers — see CRM access settings);
To grant a user access to the CRM, select the relevant group:
You can select fields for any type of user profile. Go to Main menu — Settings — Intranet and user profiles — Fields in user profile.
You can choose between two types of profile fields:
- public (visible to everyone);
- private (available to HR managers only).
Read about how to control the access to profile fields here.
User profile: adjusting functions
In user profile you can:
- adjust SMS;
- adjust telephony (see user profile settings: telephony);
- grant access to the CRM (by groups);
- grant access to document templates;
- grant access to email accounts (see email settings);
- adjust notifications (SMS and email messages to offline users about Intranet and CRM events).
You may also be interested in: Filters and search tools
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