Post by account_disabled on Jan 23, 2024 22:29:36 GMT -8
2019 is behind us, which means it’s time to take stock of its last month. As usual, the holidays did not stop us from releasing regular updates in December. Read about an important improvement for our partners, changes in the logic of CRM integrations, and the availability of a new currency for end-to-end analytics. Reading time: 8 minutes 1. Different access levels in the agent account What are the different access levels? 2. Integration with Pipedrive 2.0: creating entities when filling out an online form on the site 3. Improved entity search when integrated with Salesforce CRM 1. Different access levels in the agent account Agencies often work with their clients' confidential information.
Therefore, it is Fax Lists important that it is only available to certain employees. Since December, Ringostat has easily solved this problem - now in the agent account you can set different access levels for agency specialists. You can choose which projects will be available to which manager. This way, the employee will not see information on clients who are not related to him. To set access levels, go to the Settings section in the agent account in Ringostat. Add employees by entering their emails and select the appropriate status. Ringostat agent account access levels Employees at the Advanced and Full levels can manage the settings of colleagues at the Limited access level.
If you want the manager to see data on specific projects, enter their names: Levels of access to the Ringostat agent account What are the different access levels? Ringostat agent account access levels What does it give add employees to the project without fear that they will change or mess up the settings; limit managers’ access to colleagues’ projects to maintain the confidentiality of client data; get full control over client projects in your account - the employee responsible for call tracking can simply be given extended rights. 2. Integration with Pipedrive 2.0: creating entities when filling out an online form on the site When integrated with CRM, Ringostat automatically creates contacts/leads, deals and tasks after a call. And now such entities are created after a visitor fills out an online form on the site.
Therefore, it is Fax Lists important that it is only available to certain employees. Since December, Ringostat has easily solved this problem - now in the agent account you can set different access levels for agency specialists. You can choose which projects will be available to which manager. This way, the employee will not see information on clients who are not related to him. To set access levels, go to the Settings section in the agent account in Ringostat. Add employees by entering their emails and select the appropriate status. Ringostat agent account access levels Employees at the Advanced and Full levels can manage the settings of colleagues at the Limited access level.
If you want the manager to see data on specific projects, enter their names: Levels of access to the Ringostat agent account What are the different access levels? Ringostat agent account access levels What does it give add employees to the project without fear that they will change or mess up the settings; limit managers’ access to colleagues’ projects to maintain the confidentiality of client data; get full control over client projects in your account - the employee responsible for call tracking can simply be given extended rights. 2. Integration with Pipedrive 2.0: creating entities when filling out an online form on the site When integrated with CRM, Ringostat automatically creates contacts/leads, deals and tasks after a call. And now such entities are created after a visitor fills out an online form on the site.