Setting Up Employees

In iAccess, you can assign employees as members of teams for opportunities. You can also designate them as team members for companies and contacts. You set up all employees in the Employee Info Center in Ajera CRM.

Ajera CRM and iAccess share the employee records that you create in Ajera CRM so you do not need to set up and maintain employee information in two places.

For employees who will use iAccess, use the Users form in Ajera CRM (Configuration > Security > Users) to create a user record for them. Assign that user record to a security role that provides the access to iAccess workspaces, tabs, and areas that they require.

For More Information

For more information about setting up employees in Ajera CRM, display the Ajera CRM online help and, in the Contents pane, go to Info Center Overview > Employee Info Center Overview.