Configuring Individual User Permissions in Admin Module of InsightsCRM
- Access the Admin Dashboard: Navigate to the Admin Module in InsightsCRM.
- Manage User Access: Select 'Manage Users' to modify user access controls.
- Choose a User: Pick a specific user from the user list to adjust their permissions.
- Adjust Permissions: Under the 'Permissions' section, you have the flexibility to grant or restrict access to various functionalities. This can be done by checking (to grant) or unchecking (to restrict) the respective functionality boxes.
- Save Configuration: After setting the appropriate permissions, click 'Save Changes' to update the user's access profile.
Purpose of Individual User Permissions in Insights CRM: The individual user permission feature in Insights CRM is designed to enhance privacy and operational efficiency. By assigning permissions on a user-by-user basis, the system ensures that each team member has access only to the modules and features necessary for their work. This tailored approach to permissions not only protects sensitive information by limiting access but also streamlines the user experience, making it more relevant and efficient for each team member’s role.
Related Articles
Deactivate or Reactivate user from InsightsCRM
Access Admin Module: Open the Admin module in InsightsCRM. Manage Users: Select 'Manage users'. Hover on User’s name: Hover over the user’s name and it will highlight the Deactivate button. Deactivate: Click on the 'Deactivate' button that ...Invite users to InsightsCRM
Follow these steps to invite users to InsightsCRM: Navigate to the Admin module. Click on the Manage Users Tab. Click on the Invite Users icon. Enter the Email Address of the invitee user. Select the Group from the dropdown to provide appropriate ...Managing Team Members in a Group in InsightsCRM
Access the Admin Module: Start by going to the Admin Module in InsightsCRM. Go to Privacy Settings: Select 'Privacy Settings'. Choose a Group: Click on the Group Name you wish to manage. Remove Team Members (if necessary): Under the Group name, ...Commit mail from Outlook or Gmail to InsightsCRM
InsightsCRM has the ‘Smart Email’ functionality to commit email from Outlook/Gmail to InsightsCRM. To commit emails to InsightsCRM, ensure that Bcc Email (Smart Email address) is included in your sender list. By default, Bcc Email (Smart Email ...What Are the Options in the Admin Section
All the mentioned options will be only visible to the admin and for other users, it can be accessible based on the permission assigned to them. Below are the available options in the admin section: My Account: You can manage User profile, Company ...