In this section, the administrator can add portal users and configure their access to directories.
If you want users to receive reminders via Email and/or Telegram, you need to fill in the Email and Telegram User ID fields. In the latter field, you should enter not the user’s Telegram, but their digital ID, which can be obtained via the @getmyid_bot bot. If you are using a Box License, you also need to configure your mail server and create a Telegram bot. This can be done using the Config.exe utility.
After granting users access to the portal, they will be able to change their Login, Password, Name, Post, Email, and Telegram in their account settings.
If the User works with customers, then in the Monthly goals section, you can set the targets that they must achieve.
In the Subordinate users table, you can specify other users who subordinate to the current one. This will allow the user to create Tasks and assign users from this table to be responsible for them.
If you ever need to delete a user, you will have the option to transfer access to all items (contacts, leads, deals, etc.) that the selected user had access to another user. This can be done by clicking the Transfer access button.
