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Users
11 articles in this collection
Written by
Steph Stevens,
Dom Yeadon,
and
Laura Montgomery-Hurrell
User Activity
See what you did in Student CRM
Written by
Dom Yeadon
Updated over a week ago
'My CRM' tab
My CRM is in the User's Profile
Written by
Dom Yeadon
Updated over a week ago
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