What does this section cover?

What are User Settings

User Settings allow you to define the access level of a user to the system and related devlopment tools. This can be done by setting 2 attributes.

• 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 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.
• CTI Enabled: Defines whether the user can access the embedded CTI tools though the Communication Centre screen. Since this setting is accessed only through the User Settings section, it can also be edited only by super users.
  • Phone extension: Defines the extension number of the phone device which is installed on the user's PC via which the user accesses CRM.COM. Since this setting is accessed only through the User Settings section, it can also be edited only by super users
    

While both fields are available when creating or updating a user they cannot be manually set, unless they have been defined on a User Template which has been selected to create the user.

Changing User Settings for a single user

1. Navigate to FOUNDATION > USER MANAGEMENT > MANAGE USERS
2. Search for the User
3. Click on the username of the record you would like to update, to go to the Data Entry page.
4. From the Action Menu click on ACTIONS > CHANGE SETTINGS
   
   
5. Click in the boxes next to each attribute to enable or disable accordingly
6. Click on SAVE

Changing User Settings for multiple Users

You have the option to change the settings of multiple users at the same time. To do so the action from the SUmmary page needs to be used

1. Navigate to FOUNDATION > USER MANAGEMENT > MANAGE USERS
2. Search for the User(s)
3. Check the boxes on the left of the records that you would like to update
4. From the Action Menu click on ACTIONS > CHANGE SETTINGS
   
5. Click in the boxes next to each attribute to enable or disable accordingly
6. Click on SAVE