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Editing User Permissions as an Administrator

Only Administrators have the ability to change User Permissions. This enables you to restrict access to certain sections of RealtimeCRM as well as certain actions such as the ability to import and export data. You can even disable a User account.…

  • adminpermissionssettingsusers
  • Support

Adding or removing Users

If you’ve started using RealtimeCRM and you want to get your coworkers onto your company RealtimeCRM account you can do that by inviting them. By adding your colleagues to RealtimeCRM they can record their interactions with customers, create their own…

  • accountadminusers
  • Support

Change the email address for your RealtimeCRM User

RealtimeCRM allows you to associate multiple Email addresses to the same RealtimeCRM account; there is no limit to how many you can have. This means you can log into that account with any of the Email addresses you associate with…

  • emailusers
  • Support

Transfer records from one User account to another before deleting it

Sometimes people leave your organisation but that doesn’t mean you want to lose any of the historical notes and tasks they’ve made when getting work done for your customers. Obviously, you don’t want to keep paying for a user account…

  • accountusers
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