Users - employees with access to CRM : These are people working in the Company who are provided with accounts in the customer/order management system (CRM - Customer Relationship Management). Such systems are used to record orders, interact with customers, plan tasks and analyze data. Employees with access can perform different functions depending on their role: for example, sales managers enter order data, logisticians track deliveries, and managers analyze reports. Access to CRM is usually limited to their responsibilities - everyone sees and edits only what they need to do their job.
“Administration” right – the right to enter the admin panel : This is an advanced level of access that not all users have, but only those who are entrusted with managing the system. The admin panel is a special section of CRM where you can configure the system itself, and not just work with client data. An employee with administration rights can:
- Create and delete other user accounts.
- Assign access rights (for example, who can see or edit what).
- Configure templates (for example, types of messages about the status of orders).
- Edit parameters, services, machine settings, etc.
In this section, you can create a new user, and you can also see data and order statistics for existing users.
In the "Actions" column, you can display information on the QR code of an existing user or change the access password. By clicking on "Pencil" the user's personal data can be changed. To add a new user, you must click on the "Create" button and fill out all the fields of the form.