Vital CRM
How can I create a new account for a colleague to login with?

1. Go to [Settings > Account [Account]].


2. Click [Add] and fill in the datas to set up a new account.

1. Go to [Settings > Account [Account]]. 2. Click [Add] and fill in the datas to set up a new account.
https://faq.vitalyun.com/EN/CRM#4081
How does the admin set up preferences and usage restrictions of accounts?
Vital CRM版本 3
How do I set up permissions to export working journal?
Vital CRM版本 6