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There's an important (and new) part of Web Cliento software that you need to know about - user administration. The Team and Enterprise models of Web
Cliento allow multiple users to access the same customer data. Fully collaborative customer management means that team members can work together, in
real-time, at a high level of efficiency. When you register for Web Cliento, you create a "master account". This username and password not only
allows you to access the software, but comes with the privileges to add user accounts. You'll start by following the link to "User Admin" in the main menu
of Web Cliento (you must be signed in):
The user administration page by default lists the names of all users that you have added. To add another, simply hit the "Add User" button
and fill out a short form. An e-mail will be sent to the new user providing him/her with the username and password that you specify. Added
users will immediately be able to access your customer data.
As the master account holder, you can add or remove users at any time. In the future, you'll also be able to mark contacts, events, and other
items as "private" so that only your account can view them.
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