Setting up user groups
Options on the page of creation of a user group. Restriction of access to certain sections of the system. Flexible settings for processing orders and working with customers.
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Settings
/users/administration/
["users","Settings"]
["users","Settings","Users"]
users
Setting up user groups
Options on the page of creation of a user group. Restriction of access to certain sections of the system. Flexible settings for processing orders and working with customers.
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.