Student CRM Help Centre
Go to Student CRM
All Collections
Users

Users

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

User Activity

See what you did in Student CRM
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

'My CRM' tab

My CRM is in the User's Profile
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago

All About Users

Laura Montgomery-Hurrell avatar
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
Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Setting a CRM Manager

How to upgrade a User to a CRM Manager
Laura Montgomery-Hurrell avatar
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
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I reset my password?

Forgotten your password?
Steph Stevens avatar
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
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

How do I remove a user?

What making a user "inactive" does
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

Teams

How to use Teams in Users
Dom Yeadon avatar
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.
Dom Yeadon avatar
Written by Dom Yeadon
Updated over a week ago
Student CRM Help Centre
Intercom logo We run on Intercom