Self Help Knowledge Base
- You can add new users from here. But before creating a user you must define his Role from the general settings.
- Bulk upload the users in one shot. You need to download the sample format, fill the data and upload the data
- You can see the Hierarchy tree of your organisation who is reporting to whom.
- You can filter the user data.
- This Unique User ID is automatically generated from our CRM and this id is mandatory for all bulk upload data through excel sheet for every module.
- These are the action buttons from where you can View the details of the user, Edit the details of the user or Ban & Unban the user as per your requirement.
- You can add user Personal,Education,Employment & Official data.
- You can give user id of your choice to the particular user.
- You to select the role/Designation of the user/executive.which can be created from the Role settings in general settings.
- Particular user will report to whom can be selected from here.
- You can enter the password of your choice. But remember that whatever email id & password you enter here will become the login credentials for that particular user for CRM.