Contents / Getting Started

User Profile

Administrators and HR managers can set access permissions for new users upon their registration. Go to "User profile" edit mode:

Things you need to adjust in user profile

  • user status;
  • user type;
  • access to the CRM:

Select one of the following user statuses:

  • new (CRM access denied) — right after self-registration by invitation link;
  • probation;
  • staff;
  • freelance;
  • off from work (CRM access denied);
  • retired (CRM access denied).

Now select user type:

  • administrator (full access control);
  • HR manager (permissions to add new users and set access permissions for them);
  • manager (advanced access control; suitable for department managers — see CRM access settings);
  • user.
To grant a user access to the CRM, select the relevant group:

User profile: additional fields

You can select additional fields for any type of user profile. Go to Main menu — Settings — Intranet and user profiles — Additional fields in user profile.

You can choose between two types of additional fields:

  • public (visible to everyone);
  • private (available to HR managers only).

You can learn how to control the access to additional fields here.

User profile: setting functions

In user profile you can:

You may also be interested in: HR Panel

Back to Contents

INTRUM CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.