In Salesmate CRM, a user is one who manages records, their own or those shared by other users, within the organization.
In addition to accessing the CRM data, some of the users have to perform administrative functions for the smooth running of the CRM account.
Types of Users
Admin: Users who can access the entire system. There must be at least one Admin for accessing the entire data and features in your Salesmate CRM account. Example: CEO or any top officials or top management.
Standard Users: Users who can access data according to the defined permissions (profiles) and roles in the organization. For example: Sales Managers, Marketing Managers, Support Agents, etc.
Permission Required: Admin rights are required to perform actions listed in this article or Users with the Manage Users permission in profile can add/edit users under Admin Operation of Profile.
To make another user as admin:
- Go to Setup
- Users & Security
- Click on the User you wish to make Admin
- Click on the Options Menu on the top with three dots
- Select Edit option
- Click the Profile, inline edit options help you select Admin from the list
- Click Save
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