Login History helps to keep track of the user's login and logout timings. The Login History can be accessed only by the Admin user. How to view the Login History? To ...
A Group is a set of users, which includes an individual or the combination of different users like a Sales Group, Marketing Group, Team Selling, or other groups within the organiza ...
Profiles define the permissions to access the features in CRM for a group of users. The Profile is used to control the user's actions on the records. You can create different Profi ...
Roles are the position of a person in an Organization hierarchy like CEO, Sales Manager, Support engineer, and so on. The user's position will decide which of the records he/she ca ...
Sharing Rules allows access with users on specific modules. The administrator can customize how each module's records are shared between users. There are two types of ...
Users are the employees in an Organisation who can log into the CRM accounts, access information, and perform tasks according to permissions that have been defined to them. How ...
