This video will show you how to add a CRM record and User into your installation from the admin portal.

Instructions

Step-by-step guide

Step 1: Create a CRM Record

• Open the CRM component
• Click the + Add button to create a new CRM record
  • Note: First name and last name are the only required fields for creating a new record. However, it would be good to have an additional piece of identifying information like an email address. This helps prevent duplicate accounts as well as providing specific differences for all the "John Smiths" of the world
• Fill out the First and Last name fields as well as the email address field. 
• You can add security tags or record types to this crm record to ensure they only have access to certain parts of your installation
  • More often than not, record types are used for external users (contacts, donors, applicants) or universal permissions that don’t give anyone access to organizational inside information
• Add the “dashboard access” record type to your CRM record
• Save and Close

Step 2: Create a User

• Open the USERS component
  • Note: all Users are CRM records, but not all crm records have to be users
• Users are more often than not, individuals who are either accessing organizational information via your dashboard, or those who need access to your administrative tools to build, configure, and edit existing processes
• Add any existing CRM record as a user by clicking the + Add button
• In the first field, you can search for any CRM record into the system
• You will need to give them a temporary password in order to activate them from the users component
• Leave the active box checked
• If you’d like to send an email notification to your new user, you can leave the verified box unchecked otherwise, keeping it checked will forego the email send and simply update their user account
• Save and Close

Step 3: Add User Permissions

• Navigate to the groups tab
  • The groups tab is a collection of additive user group permissions categorized by folders. What this means is that if a user is added to two different user groups, the system will add whatever permissions are granted in both of those groups to the crm record
• Add your new user to a user group or multiple user groups
• Each user group not only has permissions for what your user can see in the administrative dashboard but this user group is used in several site planner pages connected to dashboard pages
• Your User will now have access to any module, page, or group of pages that have the visibility condition related to his user groups
  • Your user groups may vary, but the overall principle remains the same

Users are more often than not, individuals who are either accessing organizational information via your dashboard, or those who need access to your administrative tools to build, configure, and edit existing processes.