2. User & Role Management

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.

Once your branding is in place, it's time to invite your team into the CRM Back Office. Create accounts for each member, tailoring their access by assigning roles and permissions that match their specific tasks. This not only streamlines the setup process but also ensures a collaborative and secure environment where everyone plays a role in shaping your business.