Administration Guide

iEnterprise CRM is an end to end cloud based solution to manage different aspects of your daily business life.  It provides the regular user an uncluttered look and feel.  The same is true with managing iCRM settings and configuration.

Each user in iEnterprise CRM is given an individual account. The Administrator role has the highest rights to the system. The email address used to register is the main administrator and this email address cannot be deleted.   However, this role can be given to multiple users of the system.

Administrators assign account log in information – a user name and password – to every user. Once set, individual users can change their passwords.

On the Toolbar, the Setup and Billing icons are only shown with an Administrator login. The Global Settings, configuration, integration and automation can be accessed via the Setup icon.

Administrative functions also includes customizing the module forms such as adding/deleting fields.