Login CRM Agent

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    • #89476
      [email protected]
      Participant

      Hello,
      I made a CRM Agent in HR Module. How can I make it able to login and work with calendr, companies and contacts.
      Regards Kristian

    • #89502
      Mehedi Hasan
      Moderator

      Hello

      It’s the same as your WordPress login. Any user role having the CRM agent permission can log in to your site using the WordPress default login system. They’ll get the CRM options on the admin panel who have the CRM Agent permission.

      I hope this helps 🙂

    • #89511
      [email protected]
      Participant

      Hello ,
      I need one more help please:
      now he is CRMAgent and in WP Abonent (Subscrieber). How can he access the CRM board? Or should he hae permission to access the admin board (not possible).
      Regards Kristain

    • #89588
      Gayiza
      Participant

      Hi. I want to customize the information which is inserted on the Invoice about the company. The company information does not include email address, tax number and vat number.

      How can I include this information? Please provide specific line of the code and how to edit it.

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