Student CRM

All About Users

Laura Montgomery-Hurrell

Dom Yeadon

Steph Stevens

Users

Manage access to occurrences and permissions levels

What is the Users App?

Watch the video to learn about the Users App

Video Course USR-T1 for the Users App

Create a brand new user, or give them new permissions

Adding or Amending Users and their Permissions

How do I reset my password?

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

Troubleshooting Your Users

How do I remove a user?

User Activity

Getting started in Users

Setting a CRM Manager

Capture the invaluable insights, best practices, and experiences of your outgoing CRM Managers

Knowledge Transfer Service

Teams

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

Assigning Stages to your Teams

Advanced User tools

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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