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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Administration

Managing Users

Inviting a User

From the Prophet Outlook Sidebar

      • Select the ‘Profile’ icon in the top-right
      • Scroll to the bottom and select ‘Invite User’
      • Enter the user’s Email and complete their privileges
      • Select ‘Confirm and Invite’

From the Prophet Portal

      • Select the ‘Accounts’ option in the left-hand pane
      • Select ‘Add a User’ in the top-right hand side
      • Enter the user’s Email and complete their privileges
      • Select ‘Confirm and Invite’

Editing a User

From the Prophet Portal

      • Select the ‘Accounts’ option in the left-hand pane
      • Select the User which you would like to edit
      • Select ‘Save’

Removing a User

From the Prophet Portal

      • Select the ‘Accounts’ option in the left-hand pane
      • Select the User which you would like to remove
      • Change the User Status to ‘Inactive’
        • This will prevent the user from logging into the system
        • You will not be billed for inactive users
        • Retaining the user’s information will help preserve historical data integrity

User Statuses

Invited User

An Invited user is one who has been invited to use the Prophet CORE system but has not accepted and registered.  Users will automatically move from ‘Invited’ to ‘Active’ when they accept the invitation.  Invitations are sent by a system administrator via the ‘Manage Team’ section within an Admin’s profile.

Active User

An Active user is one who can access the Prophet CORE system.  Active users can interact with the data in the Prophet CORE system as their assigned permissions dictate.  Accounts are billed based on the number of active and invited users they have.

Inactive User

An Inactive user can no longer access the Prophet CORE system.  To preserve accuracy of historical data users cannot be ‘deleted’, but listing a user as inactive will prevent any access to the Prophet CORE system.  Inactive users are not included in the billed license total.

Managing User Privileges

User Administration Levels

Billing Admin

Billing Admin is the highest permission level.  A billing admin can control modifications to the system instance, user management, and payment management functions.  Billing Admins can define or remove customized data types, add or remove users and define user data privileges, and interact with the Avidian Payment Portal.

Each Prophet CORE instance must have at least one Billing Admin.

Admin

Admins have all the same rights as Billing Admins but cannot access the Avidian Payment Portal.  Admins can define or remove customized data types, add or remove users, and define user data privileges.

User

Prophet Users can be added to the system by a Billing Admin or generic Admin.  They do not have the ability to add additional users to the system, assign data privileges to users, define or remove data types, or interact with the Avidian Payment Portal.

Data Delete Privileges

Prophet CORE allows Admins to determine which users can delete data.  Admins can define whether a user can delete data by opening that user’s profile.  A non-admin user cannot provide themselves with permission to delete data.

Privileges to delete data can be given or revoked at any time.

Auto Syncing Contacts

System Administrators can require a users’s Outlook Contacts to be synced by selecting ‘Yes’ on the dropdown in the User Profile page.  The default behavior for Prophet CORE is that all Outlook Contacts will be synced to the database automatically.

System Administrators can change this setting at any time for a specified user.

Managing Payment Information

The Prophet CRM Payment Portal is used for updating card information.  It can be accessed by Billing Administrators through the following steps:

    • Open the Prophet CRM Sidebar
    • Select ‘Manage Billing’
    • This will take you to the Avidian Billing Portal to complete the process.
https://www.youtube.com/watch?v=90Y8DGWdAuE&ab_channel=WarrenStokes

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