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Category "Tutorial"

Strona g艂贸wna » Knowledge base » Tutorial

Knowledge base, Tutorial
70
How do I set up two-factor authentication (2FA) in OptimaSales CRM?

Coming soon 馃檪

Zesp贸艂 OptimaSales
30 September 2023
Knowledge base, First steps, Tutorial
109
How do I add a new user, team, define their permissions and send them an invitation?

In OptimaSales, you will find a large user and team management possibility. This allows users to be assigned to different teams. And as a result, we can easily map the structure of the company.

And configure access to customer data as required. Going ahead, we still have, within the specific teams, the possibility of defining the appropriate permissions.
As a result, access will be defined as to what who can: see, edit, delete and create.

And a fully customisable permissions grid allows flexible management of permissions despite the fact that they have been assigned by default to user roles..

Note: Access to content only for logged-in users in OptimaSales. Log in and refresh this page. Read more about this here...

Zesp贸艂 OptimaSales
11 September 2022
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