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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 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 fo...
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...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
17.15 Mail Converter
The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be ...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...
17.10 Linked picklist editor
Configuring Linked Picklist fields means establishing a dependency between the values of two drop...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.7.3 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...
17.7.2 Custom fields mapping for Leads conversion
For the Leads module only, you can map the custom fields for the transfer of content to the Accou...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...