ADMINISTRATION – ACCOUNTS This is a list view of all existing accounts that have been migrated from CRM. This list cannot be edited. Individual account management is accessible by clicking the Account Name. Account properties can be edited, and Account Administrators and Account Licenses can be added on this page. ADMINISTRATION – USERS This list displays all users that have been added to the system. As customers add users, they automatically appear in the User list. This list cannot be edited directly. Clicking on the user email address will open the User profile. Users are deleted in this interface by clicking “Anonymize”. Anonymize is generally used only when a user requests to be removed from the system. This is in line with POPIA and similar legislation. Only Prokon Admins will have access to this feature.
Powered by FlippingBook