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Configuring User Templates

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What does this section cover?

What are User Templates?

User templates have similar structure with Users, and hold information which is not personalized and therefore it can be applied to multiple users. CRM.COM Software allows you to create a User Template through User Management Module.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictions
Create
  • All mandatory fields must be provided
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • Not Applicable
Delete
  • Not Applicable
  • Not Applicable

User Templates attributes 

Name

Description

Template name*The name of the template
System language*The language that should be used by CRM.COM UI whenever the user is accessing the system
Native LanguageThe supported options include all languages supported by CRM.COM and the Organisation Native Language which is set in General Settings (as provided in Platform)  and is the default option.
Country of residenceThe country the user resides at

Preferences*

The preferences of the user which include the following:

  •  Home Page Preference: The user can select home page that will be automatically displayed during log in. The supported options are: 
    • ORGANISATION'S DEFAULT PAGE: the page that is set in General settings, (as provided in Platform) , which is applicable for all users.
    • ACCESS COMMUNICATION CENTRE
    • MANAGE CONTACT INFORMATION
    • MANAGE ACTIVITIES
    • MANAGE JOBS
    • MANAGE SERVICE REQUESTS
    • MANAGE SUBSCRIPTIONS
    • MANAGE BILLS
    • MANAGE ACCOUNTS RECEIVABLE
    • MANAGE FINANCIAL TRANSACTIONS
    • VIEW DASHBOARDS
Settings*

The settings of the user which include the following:

  • Security Profile*: A selection of the security profile that should be assigned on the user 
  • User attributes: a set of attributes which can be set on users such as
    • Super User: Can access all parts of the software without any restrictions
    • Developer: Can access the embedded development tools
  • Domain
Units

A list of units that the user belongs to. The user can belong to more than one unit, but at least one unit should exist (and should be set as the default one)

Defining your own User Templates tailored to your company's needs

  1. Navigate to FOUNDATION > USER MANAGEMENT >SET UP USER TEMPLATES
  2. Either search for an existing one or from the Top Menu click on NEW
    USER MANAGEMENT - USER TEMPLATES

  3. MAIN INFORMATION

    1. Provide all the required information

      1. State
      2. Template Name
      3. System Language
      4. Native Language
      5. Country of Residence

  4. PREFERENCES

    1. Default Home Page: Select the landing page for the users created using the template

  5. SETTINGS

    1. Security Profile: Provide the security profile of the user

    2. Superuser & Developer: Check the boxes where applicable

  6. UNITS

    1. Click on ADD
    2. From search modal, search for available units to add
    3. Select and add the record you would like to add
    4. Default: Once all units are added, select the default one.
      Check Understanding User Management for more information on multi units on a user.
  7. From the Action Menu click on SAVE

  8. LOG INFORMATION

    The following information is automatically set by the system on saving the User Management

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS

Deleting User Templates

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

Visit  Understanding User Management for business examples related to creating and using User Templates

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