Users

10 articles in this collection
Written by Steph Stevens, Dom Yeadon, and Laura Montgomery-Hurrell

'My CRM' tab

My CRM is in the User's Profile

Written by Dom Yeadon
Updated today

All About Users

Written by Laura Montgomery-Hurrell
Updated over a week ago

Getting started in Users

What is the Users App?

Manage access to occurrences and permissions levels

Written by Steph Stevens
Updated over a week ago

Setting a CRM Manager

How to upgrade a User to a CRM Manager

Written by Laura Montgomery-Hurrell
Updated over a week ago

Video Course USR-T1 for the Users App

Watch the video to learn about the Users App

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I reset my password?

Forgotten your password?

Written by Steph Stevens
Updated over a week ago

Troubleshooting Your Users

What to do if your user's invite has expired, or you want to reset their password

Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I remove a user?

What making a user "inactive" does

Written by Laura Montgomery-Hurrell
Updated over a week ago

Teams

How to use Teams in Users

Written by Dom Yeadon
Updated over a week ago

Assigning Stages to your Teams

How to move prospects along the student journey from enquiry to enrolment in Student CRM.

Written by Dom Yeadon
Updated over a week ago