A Unit represents a body of users which belong in the same team, following exactly the same business processes, without differentiating in any way.

Organizational Units are used to organize the company’s network and define the collaboration between them.

A template within CRM.COM is used in order to reduce manual repetitive work. A user template is used when multiple users with the same characteristics need to be created in the system. All the data that is common between users can be added on a template and only, unique to the user values are left to be completed by the user.

When creating a user you can assign multiple units to them. Based on Network Management, access to data is controlled based on the Group that a Unit belongs to. Therefore a user within a unit, will have access to the data allowed by the Group his unit belongs to.

In order to differentiate access rights of a user based on the unit, on logging in the system, if a user belongs to multiple units then the sign in Unit needs to be selected on log in.
In case  that the user is already logged in the system with a specific unit, they have the option to change the unit,by, selecting SWITCH UNIT button which is available at the Top Menu bar

 

• Super Users are authorized to access all areas and features of the software. Network Management  and Security Management restrictions are not applicable on super users. A super user can only be set by users which are already super users.
  • In addition detailed error messages are only available to Super users, while the rest of the users, will not have a full view of the error AVAILABLE FROM CRM.COM R9
    
• Developers are users which can access the development tools which are embedded in CRM.COM, and are available in all summary pages, data entry pages, analytics and dashboard. Developers are treated as normal users when it comes to Network Management and Security Management restrictions. A developer can only be set by users which are already super users.

User information panel, is available via CRM.COM top menu bar. Via this panel you can see the unit and the group of the user, as well as access your user data entry page in order to change user information.

If the password needs to be updated, then in this case you will be required to enter both the old and the new password, whereas, if the password change is executed by a super user, the old password will not be required.

• User can define 2 different languages. System and Native language which may differ from each other
• System language is used to set up the language that will be used to translate all labels, tips, warnings and error messages across CRM.COM software, including the values of select boxes, radio buttons etc, if those elements are including fixed values (and not configurable values). System language can be set through the users page or user information panel either by an admin user or by the logged in user.
• Native language is used to set up the language that will be used to translate additional information for each label, across CRM.COM software. This additional information is displayed when the mouse is placed over a specific label. Native language can be set through the users page or user information panel either by an admin user or by the logged in user.

• Global Viewing Access

• Global Viewing Access