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Knowledge Base

Answers to common questions and guides for working with UMAI CRM

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All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Role

Found: 3 · reset

🕒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

🕒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