vtiger CRM - Administration

Features

vtiger CRM Administration

Modul Administration

With the Administration Module you can manage the entire customer relationship management system and control the settings.

Here you can manage users, groups and departments with their specific user and access rights and adjust the basic settings of the system.

Easy to use and comfortable wizards are available to help the administrator to customize the masks layouts, as well as to create e-mail templates.

Individual country settings, or the template management are controlled from here.

The internal backup function, the Administration Module allows a fast recovery of deleted objects and documents.

Administration - Features Overview

User Management

  • Central administration of all user settings and rights
  • Procurement of modules for users and user groups
  • Easy user and group permissions
  • Setting up a hierarchical role concept
  • Mapping of corporate hierarchies
  • Edit Profiles
  • User access rules
  • Global access rules

Studio Templates

  • Individual settings for each module and their fields and content
  • Administration of the modules for other fields, and summary of actions

Other Settings

  • Central regional settings such as currencies and languages, languages in addition the user side adjustable
  • Keeping of records of changes
  • Internal System for e-mail receipt, document indexing, etc.
  • Security settings and monitoring of activities
  • Monitoring of requests
  • Automatic system actions (workflow)