User Profile
- Evangeline Cruz
Each user in iEnterprise CRM is given an individual account called User Profile. Privileges, security, preferences and other defaults are set in this record.
The User Profile setup can be accessed by individual users by clicking on User Information link on the Tools bar.
They can edit some fields such as phone numbers and address. Changes to other settings should be made by the Administrator.
There are four tabs, namely: User Information, Security Settings, User Privileges, Email Integration and Authorized Clients.
User Information
The User Information tab is composed of the following sections:
User Information
Displays the main information data for this user such as name, phone and address details. Organizational details such as department and job title is also found here.
User's email address which also functions as the user's login name is setup in this section.
Signature is field that has an HTML editor where a user can customize his own signature which can be used for emailing tasks.
The Active field is also found here.
System Settings
Displays the default settings inherited from the Company Profile and other defaults particular to this user, such as preferred language and currency and timezone.
History
Displays the date and time that the user logged into the system. It also shows the last modified information for this record.
Security Settings
Displays the Designation and Group/Division.
The Export checkbox field is on this tab.User Privileges
Displays all the available module and the users rights to Create, Modify, Delete and/or View records in each of them.
Email Integration
When the Email integration is enabled on the Company Configuration, that field can also be enabled per user profile.
Calendar Integration
When the Calendar integration is enabled on the Company Configuration, that field can also be enabled per user profile.
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