Business Dashboard

1- BUSINESS ACCOUNT

• Details business and business owner information, with confirmation of the services that are available to view on the CRM

2- APPEARANCE

• Logo: To follow

• Theme: Changing the colours of the CRM - you need the exact colour code to change this 

3- USERS

• Under 'Manage Users' you can see all users who have access to your CRM and what their security level is

  • If you would like to edit a user, you can click on their name and this will take you to the profile where you can add, remove or change details or mark them as inactive if they are no longer with your company

  • Under 'Add a User' you can add new team members. Required fields are highlighted in red below;

    • Name, Email Address and Start Date

    • Is Active: Needs to be selected as YES (no means they still show up in the list of advisers, etc but they are unable to log in using their email)

    • Security Group: Select the appropriate Security Group;

      • Business Owner: This security level can create and edit clients and is also the only security level who has the ability to create and edit users 

        • There are no restrictions here

      • Business Manager: This security level can create and edit clients 

        • Can add: Customers, Activities, Notes & Documents

        • Can: Search

        • Can view: Dashboard, Customers, Services, Pipeline & Report

        • Can not: Export & Delete

      • Business Admin: This security level can create and edit clients 

        • Can add: Customers, Activities, Notes & Documents

        • Can: Search

        • Can view: Dashboard, Customers, Services & Pipeline

        • Can not: Report, Export & Delete

      • Adviser Manager: This security level can view clients tagged to them (and those advisers they manage) and add notes only

        • Can add: Activities, Notes & Documents

        • Can: Search & View Pipeline

        • Can view: Dashboard, Customers, Services & Pipeline (tagged to them and their team)

        • Can not: Report, Delete, Export, Add Customers & Add Services

      • Adviser: This security level can view clients tagged to them and add notes

        • Can add: Activities, Notes & Documents

        • Can: Search & View Pipeline

        • Can view: Dashboard, Customers, Services & Pipeline (tagged to them)

        • Can not: Report, Delete, Export, Add Customers & Add Services

      • Lead Generator: This security level can add new clients and edit them

        • Can add and edit: Customer, Activities & Services

        • Can add: Notes & Documents

        • Can not: Report, Search, Delete, Export, Access Dashboard & View Pipeline

1. Targets and stats are visible on the Dashboard

2. Tick one or multiple services here - if it's not ticked, the user will not be able to see or access client information within that service

3. Adviser Manager: If a new Adviser comes on board and is going to be managed or mentored by another Adviser, you select them as a Manager here so they are able to see stats and dashboard, etc. 

5- SETTINGS

• Dropdowns: Select the dropdown box that you would like to amend the options under;

  1. Tick box for the default option

  2. Move it up the list in order that it appears on the CRM

  3. Move it down the list in order that is appears on the CRM

  4. Edit the option

  5. Delete the option

  6. "Add" a new option

  7. Enter the name of the option

  8. Delete the new option

  9. Save the new option

• Widgets: To follow