The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and their permissions. Managers are able to create new users, change passwords if required, restrict or provide access to features/records and deactivate users. Managers are able to:– Edit User Permissions – restrict or…
If you have forgotten your password, you can reset it yourself. Follow these steps: Step 1. Navigate to the login page of your CRM Database. Tip – if you do not know the URL of your database, contact your database administrator Step 2. Click the Forgot Password link …
There may be a number of reasons if you are having problems logging into your CRM system. Here are some troubleshooting tips: Check your URL If you have an incorrect URL you will not be accessing the correct system. If you are unsure, check with your local system administrator. …