User Groups allow you to segment your Users to control who will have rights and permissions to view features or modify data throughout the program.
Navigate to Settings > User Group Management.
Groups will display in a Grid. You can edit the Group’s members or delete the Group entirely from this Grid.
To create a new group, click
In the next window, name your Group and determine the initial members of the Group. Click
Groups are used to determine who has access to which features and permissions of AdvisorEngine CRM in Feature Security.
Groups are also used to determine who has access to view or edit individual Records in the Record Summary using the Owner Group and Editor Group fields.
You can also view and edit a User’s combined User Group memberships through the Name & Details tab of their User Profile.
Managing Record Visibility and Security through Owner and Editor Groups
Each Record in AdvisorEngine CRM is assigned an Owner Group and an Editor Group. These control who can view the Record and who can make changes to the Record, respectively. By default, all Records are assigned the Owner Group and Editor Group of ...
User Profile Overview
The following article covers the details of a User Profile in AdvisorEngine CRM. For information on the User Profile management Grid, see Managing User Profiles. Accessing a User Profile To open your own User Profile, click the user icon in the ...
Managing Access to Areas of AdvisorEngine CRM (Feature Security)
Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to. Feature Security is access from Settings > Feature Security from the Site Navigation bar. The Feature Security is ...
User Defined Fields
Though AdvisorEngine CRM includes many areas to store data, that does not mean everything your firm needs is automatically included. However, you may expand what data you store in your CRM through the use of user defined fields. To access the user ...
New User Module 3-1: Email and Calendar
Online Document Editor Learn about the Online Document Editor used in emails, letters, and general document editing. Online Document Editor Microsoft 365: Emailing through Outlook Online Common and Helpful Merge Fields Inserting the Current Date and ...