Configuring the Employee/Manager/CRM Portal

To configure the Employee/Manager/CRM Portal,you must:

  1. Add a linked user to a collaborator. For more information, consult the documentation on the third-party CRM module section Adding a User.
  2. If you use the Manager module:
  3. If you use the CRM module:
  4. Allocate the following DMF according to your need: