Specifying different levels of access for various users and managing them need not be complicated. Vtiger CRM makes user management incredibly easy and efficient.
User management primarily involves managing access and editing privileges to individuals of an organization who are CRM users.
Create users with basic details such as email address, etc. Vtiger CRM sends verification emails when new users are added. This validation helps enhance deliverability.
Import users from a CSV file if you have a few too many to add. Suspend users if they need to be restricted for a short while. Delete users and transfer records in one action.
Create groups of users when you need to assign records to a team or send notifications to a team or want to let the system auto-assign records to members of a group.
Recreate your organization's hierarchy within the CRM. Drag and drop roles to define the reporting structure.
What records can a user access, what fields can a user view on the record, what actions can a user perform on the record and the fields. As an administrator, you can configure sharing rules, roles, and profiles to set up permissions.
Set up module-level privileges with the help of profiles. Make fields invisible, read-only, or writable as needed.
Define who can edit and view specific field values and enable granular control. Furthermore, set up access permissions for CRM tools like Import, Export, Merge, etc.
Pick one among Standard, Single App User, and Light Agent license types to provide different access levels to CRM users. Identify different user types with distinctive icons.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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