The Users section allows administrators to add and manage user accounts, controlling access to various modules and permissions within SitePad CRM.
Adding a New User
To add a new user, complete the mandatory fields:
First Name
Surname
Email
Region (if turned on in Preferences)
Complete the optional fields if necessary:
Position
Monthly Target (used to track target revenue in the Revenue Report by BDM)
Telephone
Mobile
LinkedIn Profile
Administrator (grants access to most permissions, allows creating other users, and deleting any record)
Whitelisted IPs Only (restricts the user to log in only from whitelisted IPs in More Settings)
Business Development Manager (allows assignment to records requiring a BDM)
Customer Services (allows assignment to records requiring a Customer Services user)
Can Access Leads Module
Cc'd on New Leads (receives an email when a lead is created)
Cannot Log In - Email Recipient Only (allows selection as an email recipient when creating notes only)
Can Request PDF/CSV Reports (allows the user to generate reports in most modules)
Can See Other Users' PDF/CSV Reports
Receive Reports by Email (notifies the user when a report is ready to download)
Can Create Mailshots
Can See Other Users' Mailshots
Can See Other Users' Tasks
Can Amend Approved Quotations
Can Access SitePad AI
Rows Per Page (sets the default number of rows displayed per page in list views)
Barbour ABI Panel
If Barbour ABI authentication details have been set up by the SitePad administrator, this panel will appear.
To enable Barbour ABI for a user:
Tap Edit in this panel.
Check the Has ABI Account checkbox.
Enter a Username and Password.
When a lead is favorited in Barbour ABI, it will automatically appear in the Leads module under the default New status.
Region Access Panel
This panel allows administrators to limit the user's access to specific Regions.
Preferred Our Offices
Tracks which internal offices the user belongs to.