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Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp8 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report24 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment26 #Payroll4 #Export2 #Import2 #Status28 #Debt9 #Arrears1 #Lead16 #Manager11 #Teacher19 #Student34 #Employee18 #Metrics17 #Filter11 #AI bot3 #Template5
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

#Permissions

Found: 4 · reset
UMAI CRM
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
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UMAI CRM
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
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UMAI CRM
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
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UMAI CRM
🕒8 min Settings
Roles
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
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