Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

Categories

All articles 106 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 15 Finance 5 Analytics and Reports 19 Integrations 2 Settings 13 Mailings 5 Notifications 2

#Access

Found: 12 · reset

How to activate an employee's personal account

🕒1 min Employees

How to activate an employee's personal account

After receiving an invitation, the employee needs to activate their personal account and install the application corresponding to their role

#Access #Permissions #Employee

How to send a student an invitation in Umai CRM

🕒2 min Students

How to send a student an invitation in Umai CRM

An invitation allows a student to register in the mobile app and get access to their personal account. Before sending, check that the student’s phone number or email in the card is correct.

#Access #Permissions #Student

How to grant personal access to an employee

🕒1 min Employees

How to grant personal access to an employee

For an employee to sign in to the system, you must first provide their email and send an invitation.

#Access #Permissions #Employee

How to set employee access to conversations in Aisar

🕒7 min Settings

How to set employee access to conversations in Aisar

In Aisar you can configure which conversations are available to each employee. This is useful if several managers work with clients in the center and you do not want every employee to see all dialogues.

#WhatsApp #Access #Employee

🕒3 min Settings

The section contains information about the center's current subscription, a pricing matrix with prices and feature sets, a comparative table of features by plans, and the payment history.

#Access #Payment #Status

🕒2 min general

This section is used to store temporarily deleted objects.

#Access #Status #Filter

🕒8 min Settings

The section defines which parts of the system an employee can see and what actions they can perform in them. A role is assigned to an employee and determines their access level across the system.

#Access #Role #Permissions

🕒1 min Settings

This section is intended for managing system users and assigning them roles.

#Access #Role #Employee

Company settings

🕒6 min Settings

Company settings

The section includes the main parameters for the center's operation.

#Access #Status #Employee

🕒1 min Settings

The section contains profile personal data and password change settings. It opens via the settings side menu, the first item in the list.

#Access #Role #Employee

General settings. Initial Kanban setup.

🕒2 min Kanban Settings

General settings. Initial Kanban setup.

This section is used to launch and perform the basic setup of the Kanban. Here you enable the Kanban itself, configure automatic notifications, and define how new Leads are created.

#Notifications #Access #Lead

🕒5 min Employees

The section is used to maintain the center's employee database. Employee cards are created here, contact details are stored, and information about the employee's position, specialization, and status is displayed.

#Access #Teacher #Employee