Whilst you can add and edit activities as a General Manager or as an Administrator, to add and edit login access will require you to be logged in as the System Administrator. This will limit users to permitted tasks, visibility and access to ensure that they can perform their role fully, yet not breach any internal security or management protocols.
The external partner must be added as an account. Refer to How to Create a New Account
Access the relevant account from the Main Menu. CRM>Accounts>Edit
- Select Activities - to bring focus on Activities
- Click [+] to open the drop down list.
- Select the correct type for the external partner. You will note that those type assigned to external partners or agents have a suffix [e].
- The activity details window allows the creation date to be edited, click [OK] to close.
- Select the activity to edit.
- Click on {Authorisations} - to open the Authorizations window.
- To create a login for the activity click {Create login for this activity?}
- Tick or untick {send a welcome (password) reset email to the new user?}
- Select the New Entity Type from the drop down list.
- Select the Authorization Group or Groups required. Multiple selections are allowed.
- Suspend authorization for this activity? - tick box if you ever want to stop access to an employee for an activity which will deny access for that particular activity until unticked.
- Click [OK] to save.
Authorisation Groups are configured by the Global Administrator to ensure all security and management protocols are adhered to. Contact CompleteEmpire for changes/amendments.
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