Verification of the purpose of the visit and user switching

The article describes the functionality of verifying the purpose of the visit and the reason for switching between CRM users.

The mechanism can be configured in:

Software configuration → Permissions → Admin access → Visits purpose tab


1. Visits purpose mechanism

Enabling the mechanism will cause the system to display a popup window each time a user with admin permissions logs in: 

visitpurpose

NOTE: We DO NOT recommend using admin accounts for using the system on a daily basis.
The admin account should only be used to manage the system.

 

2. Mechanism configuration

All currently available options are available in the Visits purpose tab (Software configuration → Permissions → Admin access) 

visitpurpose1

  • Ask for the logging in purpose - checking the checkbox will enable verification of the purpose of the visit
  • Ask for the switching users purpose -  checking the checkbox will enable verification of the reason for switching users

Here you can also find the login history together with the information about the visits purpose, and filter the results by user, date, purpose, and base user (in case of switching users).

  • czwartek, 28 październik 2021