User Mapping
CRM permission is the levels of access and actions that users are granted within a CRM system. Properly managing CRM permission is essential for maintaining data security, ensuring user roles align with their responsibilities, and safeguarding sensitive customer information.
User Permission
To give access of CRM app follow below steps.
Go to User Management App
Go to User Mapping tab and click on +New Record tab.
Select App name as CRM and select users which you want to allow for CRM and click on Save button.
Edit User Mapping
You can choose to edit the user mapping that you have created.
To edit user mapping
Make the necessary changes and click Save
Delete User Mapping
User mapping once added can be deleted if no longer necessary
To delete user mapping
Give your confirmation in the pop up and the record will be deleted
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