Administrators
This category is for administrators who need to know how to change, customise and control Adviser CRM.
- Download a copy of your backup
- How to validate and authenticate your domain
- How to enable or disable your Workflows
- How to Deactivate your current email account connection
- How to backup your data
- Open a Twilio Account
- How to set up Two Factor Authentication (2FA/MFA)
- Field List Page
- How to add additional Policy status values
- Allow Developer access to Adviser CRM
- How to delete a user from your Adviser CRM account.
- How to add a user to have Forms and Surveys access
- How to enable pre-population for Forms data
- How to add additional From email addresses
- How to manage users in Adviser CRM
- How to authorise your email connector
- How to deactivate or reactivate a user
- How to add users to your account
- Adding a new user to your subscription
- How to create and download a data backup
- How to add a new user to your account