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Let me Know who is consider User? All Persons using platform?

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3 comments

  • Team Salesmate

    Hello Mike,

    A user is a person within your organization who requires secure login to view, create, modify or interact with the data. You can invite your team members to your Salesmate workspace and assign proper data rights to ensure what data they can access.

    Your contacts, vendors, suppliers and customers are not considered as a user in Salesmate.

    Regards
    Team Salesmate

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  • mike klimkowski

    But if for instance i need my supplier of customer to use tasks or aproved invoice buttons?

    then how this is solved?

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  • Team Salesmate

    Hello Mike,

    I am afraid that such suppliers will require to be added as users, or you will require to extend functionality using our APIs.

    We don't have any inbuilt supplier or client login mechanism right now.

    Regards,
    Team Salesmate

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