Highlevel Overview
When employees are absent or important changes need to be made to a user’s SuiteCRM, it is crucial for Admins to quickly access these accounts. Now CRM Admins can rely on the Masquerade add-on by Helfertech to easily switch to log in as a regular user or the Admin user from the user profile. Check out the product features below, plus video overview:
- Masquerade option on user's profile
- Masquerade button in the header
- Popup to select user
- Redirect URL
- Go back icon populates when Masquerading with another user
Video Overview
How it Works
- Admin can "Masquerade" the normal user or the admin user from the user profile
- Admin user has the privilege to access the system depending on the respective user's level or role, so an admin may be able to modify and delete software and data plus make changes according to the requirement
- Admin users can log in with a normal user or the admin user from the popup window
- Admin users will direct on the same URL
To learn more about this solution, go to Masquerade Switch User or search for "user login."
-
Listview color
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
-
Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
- Show more addons