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Umai CRM › Knowledge Base › Settings

Settings

Hashtags 33
#WhatsApp5 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report21 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment22 #Payroll4 #Export2 #Import2 #Status26 #Debt9 #Arrears1 #Lead15 #Manager10 #Teacher19 #Student31 #Employee17 #Metrics15 #Filter11 #AI bot3 #Template5
Categories
Categories
All articles 99 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 13 Finance 4 Analytics and Reports 17 Integrations 2 Settings 12 Mailings 5 Notifications 2
Total: 12
UMAI CRM
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
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UMAI CRM
Pricing plan
🕒3 min Settings
Pricing plan
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
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UMAI CRM
Gamification
🕒7 min Settings
Gamification
This section allows you to use game elements in teaching. Students can earn points, stickers, and exchange accumulated coins for goods in the shop.
#Grade #Rating #Student
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UMAI CRM
Training Stages
🕒1 min Settings
Training Stages
This section is used to create and manage educational programs. Here you can build the training structure by dividing it into sequential stages (ступени) and adding lessons to them.
#Group #Grade #Student
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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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UMAI CRM
🕒1 min Settings
Access
This section is intended for managing system users and assigning them roles.
#Access #Role #Employee
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UMAI CRM
🕒1 min Settings
Integrations
The tab shows all services and modules that can be integrated with the system to automate work, exchange data, and communicate with clients.
#WhatsApp #Instagram #Chats
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UMAI CRM
Statuses
🕒2 min Settings
Statuses
This section allows you to configure statuses for marking Students' attendance and Employees' work to properly account for attendance, deduction of Classes, and Payment.
#Visits #Payment #Status
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UMAI CRM
Premises
🕒1 min Settings
Premises
The tab displays a list of all premises of the center that are used when creating Classes and compiling the Schedule.
#Group #Status #Filter
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UMAI CRM
Company settings
🕒6 min Settings
Company settings
The section includes the main parameters for the center's operation.
#Access #Status #Employee
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UMAI CRM
User
🕒1 min Settings
User
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
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UMAI CRM
Finance
🕒3 min Settings
Finance
This section configures the key elements of the center's financial accounting.
#Payment #Status #Debt
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