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User profile

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;
  • probation;
  • contract worker;
  • not working (CRM access denied);
  • fired (CRM access denied).

Now select user type:

  • 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);
  • user.
To grant a user access to the CRM, select the relevant group:

User profile: fields

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:

You may also be interested in: Filters and search tools

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system