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

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button

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

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

Give your confirmation in the pop up and the record will be deleted