Invite a Consultant

If you need help regarding your system, you can invite a MiniCRM colleague as a Consultant to your system.

  1. Click the settings icon in the top right-hand corner.
  2. Click System on the blue navigation bar.
  3. You can choose a person from the options in the Invite a Consultant box. You can also set when the temporary access will expire.
  4. If you are ready, click the  button.
  5. The consultant receives an email about the invitation and will be able to log in to your system.
  6. If you would like to revoke the access, click the revoke button. If you do not revoke it, the access is denied automatically when it expires.

If you invite someone to your system, they get a special admin right which means that they see everything except your database. They only see one opportunity card in every terméke and they are unable to access the other ones.

It is recommended in case of a complex question, system implementation, and it is also helpful in finding bugs.