CRM Admin Panel

The Admin Panel is only available to users with the user role Super Admin, Admin Members, Admin Settings or Admin Payment. These user roles allow the user to specific areas of the Admin Panel, except for Super Admin which has access to everything.

The frontpage of the Admin Panel shows the recently registered members. It shows who registered, what service they registered with (if you have social media registration setup) and a graph of the last months count of registered users.

The Admin Panel has many sections that allow you to manage your CRM application.

  • Global Settings The global settings page allows you to change the logo, name and many other site-wide settings. It allows you to disable registration, enable brute force login protection, specify file types and file sizes and more.

  • Social Settings The social settings is where you place your social media API keys. These settings allow users to create accounts on CRM using their Facebook, Twitter and Google Accounts.

  • Calendar Settings You can also change the way your Calendar works. There are two types of Calendars you can use: Site Calendar or Google Calendar. The site calendar uses the on site database to store events whereas the Google Calendar uses Google's Calendar API to connect to existing Calendars and load their data. Here you'll be able to specify the API keys to connect to Google Calendar.

  • Section Settings The section settings allows you to turn off various areas of CRM. You can enable/disable any of the main areas: Calendar, Tasks, Files, Teams, Notes, Invoices, Finance, Quotes and Timers.

The Admin panel also allows you to manage all your Members. You can edit/delete/add members. You can see all their information by clicking on Edit User. You can change their password, email address and also their User Role.

CRM has a powerful User Role system. It allows you to completely control the permissions users have on your site. You can create custom roles with different permissions and assign them to individual users. This section describes all the User Roles and what permissions they give. You can view what each role does by hovering over the Role in the Admin Panel.

You can mix permissions together. So you could have a User Role called Intern and give them the roles of Finance Worker, Invoice Client and Notes Worker.

  • User Groups User Groups allow you to group users together. If you need to keep your members organised, you can assign them into groups.

  • IP Blocking IP Blocking prevents users from logging in using a specific IP.

  • Ticket Settings Ticket Settings allow you to setup Email Piping. This allows users to respond to tickets by using their Email Address rather than logging int othe ticket system.

  • Email Templates Email Templates allow you change what emails are sent to users.

  • Email Members This section allows you to send emails directly from your site to your registered users. You can also send out mass emails to User Groups.

  • Currencies Currencies are just a list of currencies that can be used from Invoices.

Invoice Settings allow you to change the logo that is displayed on the Invoice and also the default address. The default address can be replaced by a User-specific address when the Invoice is created.

© TDesign - Part of

The Alliance Small.png