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16.7 Advanced Sharing Access

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

This allows you to extend data access permissions for a user on a specific module, based on rules...

Updated 1 year ago by Admin

16.8 Audit Trails

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

The Audit Trails function allows the system administrator to know what a user has done in vtenext...

Updated 1 year ago by Admin

16.9 User Login History

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

As a vtenext administrator, you can monitor access to the system and view the history of each use...

Updated 1 year ago by Admin

16.10 Check User Login

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

Again, as an administrator user, you can view failed login attempts for each user and if they hav...

Updated 1 year ago by Admin

17 vtenext customization: advanced settings

User Manual vtenext 25.02 17 vtenext customization: advanced sett...

Customisation features are very important because they guarantee the use of vtenext for a wide ra...

Updated 1 year ago by Admin

15.2 My Sites

User Manual vtenext 25.02 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very us...

Updated 1 year ago by Admin

15.3 License and number of users

User Manual vtenext 25.02 15 Other Functions

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages;...

Updated 1 year ago by Admin

15.4 Synchronizations

User Manual vtenext 25.02 15 Other Functions

From vtenext settings the crm synchronization function can be accessed with other applications. T...

Updated 1 year ago by Admin

15.5 Recycle Bin

User Manual vtenext 25.02 15 Other Functions

The crm has a module called Recycle bin which allows to restore every removed entity from every m...

Updated 1 year ago by Admin

15.6 Push Notifications

User Manual vtenext 25.02 15 Other Functions

As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will fi...

Updated 1 year ago by Admin

15.7 Synchronization with Zapier

User Manual vtenext 25.02 15 Other Functions

Zapier is a product that allows end-users to integrate web applications and automate workflows. I...

Updated 1 year ago by Admin

15.8 Employees Module

User Manual vtenext 25.02 15 Other Functions

The Employees module allows you to register your employees or co-workers, both internal and exter...

Updated 1 year ago by Admin

15.9 Klondike Co-Pilot (Your Personal Assistant)

User Manual vtenext 25.02 15 Other Functions

(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the cap...

Updated 1 year ago by Admin

16 Hierarchical roles and user profiling

User Manual vtenext 25.02 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...

Updated 1 year ago by Admin

16.1.1 Create new profile

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window fo...

Updated 1 year ago by Admin

16.2 Roles

User Manual vtenext 25.02 16 Hierarchical roles and user profiling

Roles underpin the entire security system, each of which is based on a profile. The administrator...

Updated 1 year ago by Admin

14 PDF Maker

User Manual vtenext 25.02 14 PDF Maker

The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...

Updated 1 year ago by Admin

14.1 Create a PDF template

User Manual vtenext 25.02 14 PDF Maker

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...

Updated 1 year ago by Admin

14.1.1 Insert images in PDF

User Manual vtenext 25.02 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if alread...

Updated 1 year ago by Admin

14.1.2 Insert tables in PDF

User Manual vtenext 25.02 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

Updated 1 year ago by Admin