General management
Static Tab Visibility Control for User and Organization Profiles
Introduction and Overview A new enhancement enables Super Admin users to control the visibility of static tabs within the User Profile and Organization Profile pages. This functionality allows tabs to be hidden from all normal users or restricted to ...
Password Management Page for Super Admins
Introduction and Overview A new Password Management page has been introduced exclusively for Super Admin users to centralize and streamline all password-related activities within the platform. This enhancement provides comprehensive visibility into ...
Implementation of Hide or Reorder Static Fields of Users
Overview: A comprehensive enhancement provides administrators with advanced control over static fields in the User Custom Fields page. This feature enables hiding, reordering, and organizing static user fields, ensuring greater flexibility in ...
How do I use the partner admin functionality?
To ensure that users have the proper permissions for partner admin access, add the necessary users to an organization with their role permissions set to users >= create and organization users >= edit. To assign the user as partner admin to their ...
Enabling and Using the Switch Role Persona Feature
Introduction: This article introduces the Switch Role Persona feature, designed for users with multiple assigned roles. This feature enhances usability by allowing users to seamlessly switch between roles, providing role-specific views and actions. ...
Implementing Dynamic Organization Grid: A Step-by-Step Guide
Introduction: This guide outlines the process for implementing a dynamic organization grid, a new feature designed to enhance the customization of organization data views. This functionality allows users to select, arrange, and save specific fields ...
Setting Up User Tracking for Internal Page Visits: Enhancing Company User Lists, Drips, and Scoring
Introduction: Implementing a system to track internal page visits by super admins across your company's platforms can significantly improve your user management strategies. By integrating detailed user tracking into your company user lists, drip ...
How do I setup permissions so that users can only view their own deals, opportunities or other data?
You can set role permissions so that users can only see their own deals and opportunities, and not the data of other users within their own organizations. By default, users will only see their own contacts unless another user shares contacts with ...
How can I view the roles assigned to users?
In order to keep track of what roles are assigned to users, you can navigate to the User management > Role, Group, Organization Group and Organization sections of the software. As long as you have the appropriate permission level, complete the ...
How do I enable user registration by domain?
Feature: This feature adds a “Register” button on the login page, where new partner users can self register and login automatically into the partner portal. Prerequisite: All Organizations need to be set up under the primary company with the ...
How do I create a User Recipient List?
User Recipient Lists are the static lists where User accounts are added either manually, one at a time, or by bulk import from an outside sources such as a CSV file or a CRM database. For information about how to create a similar type of list for ...
How do I enable the Master Agent Feature?
Who can use this? Only for Super Admin and User with permission of Create>= Users and Create >=Organizations, in the preference tab of Organization there will be a row for Master Agent/Distributor with default value as below. The User can make an ...