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16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...
16.7 Advanced Sharing Access
This allows you to extend data access permissions for a user on a specific module, based on rules...
16.6 Access Field
The available function is used to control the visibility of the fields in the various modules on ...
16.5.2 Custom Rules
At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you ...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
16.5 Sharing Access
vtenext allows you to set the access privileges of the Roles, defining whether the content of the...
16.4 Groups
Groups are effective tools for bringing together users who belong to the same team. They are used...
16.3.1 How to replace one user with another
In a company, it can happen that a colleague decides to change jobs and therefore no longer be pa...
16.3 Users
From Settings > Users you can create and manage users, which are displayed in a list on the main ...
16.2 Roles
Roles underpin the entire security system, each of which is based on a profile. The administrator...
16.1.1 Create new profile
STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for t...
16.1 Profiles
The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
15.11 Cases Module
The Cases module is designed to manage reports, issues, and internal requests within the company,...
15.10 External Applications
This functionality of vtenext, located in Settings > External Applications, allows external servi...
15.9 Klondike Co-Pilot (Your Personal Assistant)
(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the capa...
15.8 Employees Module
The Employees module allows you to register your employees or co-workers, both internal and exter...
15.7 Synchronization with Zapier
Zapier is a product that allows end-users to integrate web applications and automate workflows. I...
15.6 Push Notifications
As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will fi...
15.5 Recycle Bin
The CRM includes a module called “Recycle Bin”, which allows users to restore deleted records fro...