CRMworx Software

Getting Started with User Security

Getting Started with User Security

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Getting Started with User Security

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createfirstusermenu

Serveral things must be done to implement security in CRMworx.

First, Create your First User with the Create First User Wizard.
Next set up your user groups. Take some time to organize groups of users by department or job function.
Third, add your users. Assign every user a Login and Password.
Fourth, define screen access levels.