Back Office Portal - User Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the User Settings, you have the ability to create CRM accounts for your team members and assign them specific roles. You can also tailor the permission rights for each role, granting access only to the relevant functionalities. Furthermore, you can establish teams comprising managers and team members, fostering effective collaboration within the CRM.