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How to work with Admin? |
  
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How to work with Admin? |
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The available tab groups and commands under these groups for Admin tab are:
Group |
Command |
Action |
Users |
New User |
Add new user |
All Users |
List of all users stored in CRM system |
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All Groups |
List of all groups stored in CRM system |
|
All Roles |
List of all roles stored in CRM system |
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Employees |
New Employee |
Add new employee |
All Employees |
List of all employees stored in CRM system |
|
Rates |
All Tax Rates |
List of all tax-rates stored in CRM system |
All Shipping Zones |
List of all shipping-zones stored in CRM system |
|
All Shipping Rates |
List of all shipping-rates stored in CRM system |
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All Billing Rates |
List of all billing-rates stored in CRM system |
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Dictionaries |
All Currencies |
List of all currencies stored in CRM system |
All Regions |
List of all regions stored in CRM system |
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All Countries |
List of all countries stored in CRM system |
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Common |
Common actions for customization |
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Tags |
A way to classify records in an ad-hoc way |
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Data Source |
New Data Source |
Add new data source |
All Data Source |
List of all data sources stored in CRM system |
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Workflow |
All Workflows |
List of all workflows stored in CRM system |
All Jobs |
List of all jobs stored in CRM system |
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Reporting |
All Reports |
List of all reports stored in CRM system |
In this section, you can learn more about:
| • | How to create new user? |
| • | How to view/edit all existing users? |
| • | How to create new group? |
| • | How to view all existing groups? |
| • | How to create new role? |
| • | How to view all existing security roles? |
| • | How to create new employee? |
| • | How to view all existing employees? |
| • | How to create new tax rate? |
| • | How to create new shipping zone? |
| • | How to create new billing rates? |
| • | How to view/edit existing tax rates? |
| • | How to view/edit existing shipping zones? |
| • | How to view/edit existing billing rates? |
| • | How to create new currency? |
| • | How to create new region? |
| • | How to create new country? |
| • | How to view/edit existing currencies? |
| • | How to view/edit existing regions? |
| • | How to view/edit existing countries? |
| • | How to view/edit existing data source? |
| • | How to create new workflow? |
| • | How to create new job? |
| • | How to view/edit existing workflows? |
| • | How to view/edit existing Jobs? |
| • | How to create new report? |
| • | How to view/edit existing reports? |