Updating your Company Profile
From Commence CRM-Help
As an administrator, you will update your company profile as part of the process to begin using Commence On Demand as well as to modify company, employee and user information going forward.
Contents
Adding Your Company Details
1. Select Accounts from the navigation bar.
Your company name displays as a blue shaded row in the Accounts view. In the sample screen below, the company profile account is named Commence Demo Instance.
2. Click your company name, or check the box next to the company name and click the View button.
The Accounts dialog displays.
3. Complete all the fields for which you have company information.
4. Click Save when complete.
To Add Employees as Contacts
You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the same Account detail screen from which you updated your company profile information.
1. From the Related Info section of the Account detail screen, select Contacts from the drop-down menu.
2. Click the New Contact button. The New Contact screen displays.
3. Enter the first name, last name, and any other contact information you have for this employee.
4. Click Save & New and repeat step 3 for each employee.
5. Once all your company contacts have been entered, click Save & Close.
To Create Security Profiles
Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function. Access rights can be granted by selecting “All” or “None” (i.e., no access) for each module. The main modules are shown as tab pages along the top of the screen (e.g., Accounts, Calendar, Activities, etc.) Premium features and plug-ins can also typically be activated or deactivated for a group of users by updating their Security Profile.
Very often several people within the organization will share similar roles such as marketing coordinator or sales manager. By establishing a security profile such as “sales employee” you can quickly turn on or off the various modules for several people at once vs. individually. Security Profiles can be updated at any time to limit access to modules. After you have created a security profile that limits access to specific modules, you may wish to edit each user and reassign them to the new security profile.
Note: The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.
1. Click Administration from the Quick Links menu.
2. Click Security Profiles from the Administration menu.
3. Click the New button. The Profile Settings screen displays.
4. Enter a name for the new profile in the Profile Name field. The profile name should describe the type of access (e.g. Full Access, No Reports, etc.) or describe the job function (i.e., Inside Sales, Managers, etc.) depending on which is most appropriate for your business.
5. Select the main modules or functions you would like the users with this profile to have access to by clicking on the associated check box. The Expand button lists any additional sub-modules within each application. The drop-down menu indicates levels of access: None, View, Update, All. All is the default.
6. Deselect the check box for modules to which you want to restrict access.
7. Click Save & New, and repeat steps 4-5 to create new profiles for other individuals or groups.
8. Click Save & Close when you have finished creating security profiles.
Creating User Accounts
Select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users . TIP: Be sure to let your on-boarding specialist know if you have employees who will login to Commence internationally (outside the USA) or from various regions of the country. Please take a moment to confirm the Server Settings are appropriate for your company before adding each user.Adding Users is as easy as clicking the “New” button
Assigning Security Profiles
To Assign a Security Profile to a specific user, click the user name and select the Security Profile.