Users
A guide to creating individual system users and grouping them.
User settings
3
List of users
You can edit existing users in the system and create new ones in the "Users" section of the system administrative settings.
Main user settings
A user is any manager or system operator who works in the system carrying out general operations.
Two-factor authentication
Two-factor authentication is a method of controlling access to the system.
Setting up user groups
2
User group settings (general settings)
User groups allow you to restrict managers from accessing certain sections, system functions or information. This is useful if you have specific teams allocated to different CRM functions, such as marketing, sales and analytics.
User group settings (orders and customers)
On the "Orders and customers" tab, you can configure additional parameters for order distribution and for user group access to orders and customers.