Login CRM Agent

Home Forums CRM Login CRM Agent

Viewing 4 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


      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.

    • #114946

      Hello there,

      I hope you guys are doing well.
      I apologize for the late response. This forum has been closed and I am going to close this topic.
      Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.


Viewing 4 reply threads
  • The topic ‘Login CRM Agent’ is closed to new replies.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)