{"id":1493,"date":"2020-10-23T04:09:51","date_gmt":"2020-10-23T09:09:51","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1493"},"modified":"2020-10-26T21:58:28","modified_gmt":"2020-10-27T02:58:28","slug":"08-01","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/08-01\/","title":{"rendered":"08.01 &#8211; Users, Access &#8211; SETTINGS"},"content":{"rendered":"\n<p>Making a list of users and defining their status (active\/blocked, administrator) are the default settings which enable employees\u2019 access to the system and scope of their authorities within the system.<\/p>\n\n\n\n<p>For this purpose the system has the <em>Settings -&gt; Users, Access <\/em>section.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface-1024x605.png\" alt=\"\" class=\"wp-image-1494\" width=\"512\" height=\"303\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface-1024x605.png 1024w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface-300x177.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface-768x454.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface-400x236.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-01-access-interface.png 1203w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><figcaption>Settings -&gt; Users. Access interface<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" width=\"320\" height=\"119\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png\" alt=\"\" class=\"wp-image-551\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube.png 320w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/01\/youtube-300x112.png 300w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/a><figcaption>Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n<p>Adding a new user requires entering the name and email of the employee into the specified form, as well as defining his\/her active status by adding a checkmark to the corresponding parameter. The section also has a feature to delete employees from the list of CRM users and to edit their personal settings.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user.png\" alt=\"\" class=\"wp-image-1495\" width=\"391\" height=\"199\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user.png 782w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user-300x153.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user-768x391.png 768w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-02-adding-a-new-user-400x204.png 400w\" sizes=\"(max-width: 391px) 100vw, 391px\" \/><\/a><figcaption>Adding a new user<\/figcaption><\/figure><\/div>\n\n\n\n<p>Advanced settings when adding the new user or editing\nprofile of the existing one allow:<\/p>\n\n\n\n<ul><li>Changing user\u2019s login password<\/li><li>Setting user\u2019s interface language<\/li><li>Entering extension IP phone number of employee<\/li><li>Granting \/ denying access to CRM<\/li><li>Granting \/ denying access to Time Tracker<\/li><li>Limiting access to CRM and Time Tracker with a IP address whitelist <\/li><li>Generating an individual list of tasks for the Time Tracker<\/li><li>Indicating links to the documents available for view by user <\/li><\/ul>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-03-advanced-settings.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-03-advanced-settings.png\" alt=\"\" class=\"wp-image-1496\" width=\"406\" height=\"251\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-03-advanced-settings.png 541w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-03-advanced-settings-300x186.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-01-03-advanced-settings-400x248.png 400w\" sizes=\"(max-width: 406px) 100vw, 406px\" \/><\/a><figcaption>Advanced settings of the Time Tracker for a user<\/figcaption><\/figure><\/div>\n\n\n\n<p>The user list generated is available for editing. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Making a list of users and defining their status (active\/blocked, administrator) are the default settings which enable employees\u2019 access to the system and scope of their authorities within the system. For this purpose the system has the Settings -&gt; Users, Access section. Adding a new user requires entering the name and email of the employee [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[365,1021,1019,1023,26,1017,1022,398,173,1020,853,117,1016,1018,165,202,131,133,750,205],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1493"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1493"}],"version-history":[{"count":2,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1493\/revisions"}],"predecessor-version":[{"id":1615,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1493\/revisions\/1615"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1493"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}