Login CRM Agent

Home Forums CRM Login CRM Agent

Viewing 3 reply threads
  • Author
    • #89476
      [email protected]

      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


      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]

      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

      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.

Viewing 3 reply threads
  • You must be logged in to reply to this topic.