My Organisation & My Primary Organisation:
My Organisation – An overview of my organisation including my Departments and the Roles within each department.
My Primary Organisation – A direct link to my primary organisation.
System-Wide User Roles:
System-Wide User Roles – An area to create Roles and allocate access rights for your entire Centrik system
1. Click on the ‘System-Wide User Role’ button
A list of Roles that have system wide access are displayed, to view any of these click on the name of the Role.
2. To add a new system wide role, click on the ‘+ Create System-Wide Role’ button
3. Give your Role a name.
4. You can select system access from the checkboxes within this page
5. Click on the ‘Save’ button.
You can add users directly to this role through their individual contacts page or alternatively once a System-Wide role has been created there is an ‘Edit users’ button displayed at the end of the page.
6. Click on the ‘Edit Users’ button
7. Click on the ‘+ Add’ button
8. Start typing the name of a contact and select it from the list
9. Click on the ‘Save’ button
10. Add as many as is required
You can remove an individual from this list by clicking on the ‘Edit’ button, or by clicking on the page to place it into edit mode and clicking on the ‘Dustbin / Delete’ icon beside their name.