The Admin tab provides information for system administration and system customization.
Large organisations with multiple customer bases often use more than one groups to control data access and define security roles for each group so that users can access records only in their own group. Smaller or medium organisations/businesses with one customer base may need just one group of users.
A security role specifies how different types of records can be accessed by one category of users. Roles are a way to limit what a user group can view and functions they can perform.
Business processes can be automated by creating workflows and applying them to records or allowing Total Enterprise CRM system to apply them automatically according to some pre-defined rules.
You can use Admin tab to:
| • | Create a new user or edit an existing user |
| • | View a list of all users added in CRM system |
| • | View a list of all groups added in CRM system |
| • | View a list of all roles added in CRM system |
| • | Create a new employee or edit an existing employee |
| • | View a list of all employees added in CRM system |
| • | View a list of all tax rates added in CRM system |
| • | View a list of all shipping zones added in CRM system |
| • | View a list of all shipping rates added in CRM system |
| • | View a list of all billing rates added in CRM system |
| • | View a list of all currencies added in CRM system |
| • | View a list of all regions added in CRM system |
| • | View a list of all countries added in CRM system |
| • | View a list of all common tasks for customization |
| • | Tag an entity with one or more tags |
| • | Create a new data source or edit an existing data source |
| • | View a list of all data sources added in CRM system |
| • | View a list of all work-flows added in CRM system |
| • | View a list of all jobs added in CRM system |
| • | View a list of all reports added in CRM system |
