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Most Recently Added
Category: Administration
How To Delete A User?
(KB10000085)
This action may only be done by an user with Administrative rights, and can only be done in plans with 2 or more users. If your plan only has 1 user or you wish to transfer all the elements in the existing user ac ... |
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How To Update A User?
(KB10000086)
This action may only be done by an user with Administrative rights. You cannot change the userid (email) once created. Search "how to change user ID". You can only update the user contact information, change ... |
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How To Set Rights/access To Modules To Each Users?
(KB10000087)
This action may only be done by an user with Administrative rights. An admin can grant/disable access to modules for each user. 1. Click the Setting then Administration tab from the top. 2. Select the user n ... |
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How To Disable Or Enable Tabs Per User?
(KB10000088)
This action may only be done by an user with Administrative rights. 1. Click the Setting and Administration tab from the top. 2. Select the user name from the left pane. 3. Verify ... |
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How Many Administrators Can I Have?
(KB10000089)
You can have as many administrators as you have user accounts. Every user can be set as an administrator. At least 1 user has be set as administrator. This action may only be done by an user with Administrat ... |
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How To Add A New User?
(KB10000115)
To add an extra user to your account, please email your request to billing@crmboost.com The request could take up to 24 hrs to process. ... |
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How To Delete And Transfer An User
(KB10000128)
You wish to delete an user but without losing their information. Please follow this step to transfer the information from the user you wish to delete to another user. 1-Go to Setting and Administration tabs. 2- ... |
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How To Update Company Information?
(KB10000150)
To update/edit company information click "Setting" > "Administration". Click "Update Company information" Once done click "Save" ... |
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How To Create A New User?
(KB10000170)
To create or add a new user under your CRM Boost account go to Setting> Administration. Click on "Add User" Fill out the user's info and click Save. If you do not find the "Add User" option in your administrat ... |
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How To Assign An User To Groups?
(KB10000171)
You can create groups and assign an user to be part of one or multiple groups. Ex- Supervisor can be assign to manage 2-3 groups. To assign group to the user, you must have Administrative rights. 1- Go to Sett ... |
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How To Create Groups?
(KB10000172)
You can create groups and assign an user to be part of one or multiple groups. Ex- Supervisor can be assign to manage 2-3 groups. To create group to the user, you must have Administrative rights. 1- Go to Sett ... |
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How To Create Google App Password?
(KB10000177)
If you use2-Step-Verification |
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How To Create A Sales Rep Code?
(KB10000178)
1- Go to Setting then Preference 2- Click on Sales Rep 3- Enter the name of the sales rep and click Add 4- Assign the commission code to the sale rep. The sales rep will be added to the Sales Rep drop down list ... |