You searched for "dashboard screen"



XRMS Open Source CRM Administrator Guide v 1.99.1

Overview of Administrator Tasks

XRMS Administrators are responsible for several major activity areas that are performed from the Administrator screen. They are:

  • Access Control List Security
  • Manage: Used to maintain different aspects of XRMS.
  • Types and Statuses: Maintains information seen in the drop-down lists.
  • Plugins: Used to add or delete XRMS plugins.
  • Custom Fields: Administering custom fields for your installation.
  • Import/Export: Used to import and export company data.

Access Control List (ACL) Security

The Access Control List (ACL) feature is used to restrict access to certain XRMS features to those users who are authorized to perform such tasks.

The ACL security in XRMS is designed around a model of giving Users a Role in a Group. Permissions on objects in XRMS are defined first by the Role. Specific objects may be owned by a Group. Users may be in multiple Groups.


Related XRMS Open Source CRM Administrator Guide v 1.99.1: , , , , , , , , , , , , , ,

USB VoIP Diverter Quick Guide

Installation

The following instructions will guide you to through the process of installing the Personal USB Gateway.

STEP 1: If SkypeTM is not already installed on your computer, visit http://www.skype.com and follow the instructions there to install SkypeTM. Verify that SkypeTM is working before installing the USB Gateway.

STEP 2: Insert the supplied CD-ROM into your PC CD-ROM drive. The installation should start automatically. If not, open the installation folder on the CD-ROM and double click on the setup.exe program as shown below.

The other end of the USB cable must be connected to a USB port on your computer or to an AC Powered USB hub.

STEP 3: You would then see following screen if your Skype is already running. If not, start your Skype program. Refer to STEP 1 for how to download the Skype program.


Related USB VoIP Diverter Quick Guide: , , , , , , , , , , , , , ,