Personal Information

Personal Information

This function controls all of the user’s personal information stored in their employee login.

Employees can update their station phone number with which they'll be dialing, update their email address, or make some minor changes to how they access their account. Users can also modify their user name and password from this section.

More importantly, there are some permission fields that an administrator will need to update. These include the Corporate User checkbox, the Administrator checkbox, and the Page Permission dropdown.

- The Corporate User permission gives the employee the ability to see everyones data (records and calendar).

- The Administrator checkbox gives the employee additional permissions in the Admin tab.

- The Page Permissions determine how much access the employee has to the CRM and the all the tabs.

From this section, the admin can also update the employee’s assigned layout. All these settings can also be updated from the Manage Employees link under Company Settings.

Not all features will be available to everyone. Only administrators have permission to change some of the fields.

Employee Information Screen
Employee Information Screen

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Page Permission dropdown

Submitted by Darin Dixon on Thu, 06/04/2009 - 16:38.

The Page Permission dropdown allows you to select a set of permissions you want the employee to have. Usually there are some preconfigured sets of permissions with the names of Admin, Manager, Team Lead, or Basic User.

The page permissions, or sets of permissions, determine how much access the user will have in the CRM and the different tabs.

To edit the different page permissions:

1. Click on the Admin tab.
2. Click on Manage Permissions under the Site Settings section.
3. Click on the page permission name on the left that you want to edit.
4. Notice the permissions are grouped by which tab they fall under in the CRM. Select or unselect the checkboxes to give and take away individual permissions or the ability to view the different tabs.
5. Click "Save" when finished.

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Corporate User checkbox

Submitted by Darin Dixon on Thu, 06/04/2009 - 16:30.

When the Corporate User checkbox is selected, this gives the employee the ability to see everyone else's data, including leads, accounts, contacts, and even their calendars.

Note: Just because the Corporate User checkbox is selected, it doesn't mean that the employee will automatically see everyone's data right away. They will first need to add the other employee's to their Data View Permissions.

To add other employee's to your Data View Permissions:

1. Login into your account with InsideSales.com
2. Click on your user name at the top right of the screen
3. Hold down the CTRL key and select the other employee's whose data you want to view, or click "Select All".
4. Click the "Submit" button.

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Administrator Checkbox

Submitted by Darin Dixon on Thu, 06/04/2009 - 16:21.

When selected, the Administrator check box in the employee's personal information grants the user access to manage the settings of the database. For example, it gives the user the ability to manage dialer initiatives, manage all the Company Settings and also all the Site Settings.

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