Year: 2019

You can get an overview of all the users in the user listing page. Name of the user, administrator, status and email are all mentioned here. New user can be added to the User Listing page by clicking on  tab in the upper right corner of the user listing page.

• You can carry out a quick search of different users by putting keywords in the  field.
• You can carry out an advanced search of the different users by filling in the various search criteria. The search criteria will open up once you click on the   option.
• You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
• You can click on the check-box to select one or multiple users for mass update.
• The Users can be followed by clicking on .
• You can export any user detail to CSV or PDF  format. You can also delete a user detail by clicking on  icon.
• The Users listing is paginated and you can set the number of Users you want to display per page.
• Click the three dots located to the left of the user to access options such as Create Task, Schedule Event, Add Comments, View Followers, Copy, Delete and Send Email.
• By selecting check boxes beside the Users, you can perform mass email them from the action drop-down.
• Add new users by clicking on clicking on  tab.
• You have two types of views for the Users listing page i.e. column view and row view   . You can select the view depending on your requirement.
• The display of various Users fields can be customized by making mouse hover on  and then selecting the required fields you want to display.

The User details page shows the details added to a corresponding user account. The information is view able through the General, Address, Settings and Tags tabs.

• The user can be followed by clicking on .
• You can edit the user detail by clicking on the button.
• The General tab includes information of the user such as Name, Phone number, Email address, Social site links etc.
• You can see the address of the User in the Address tab.
• Time zone, Language, Currency, Date etc. is defined in the Settings tab.
  
• Details of the SMTP settings is displayed in the SMTP tab.
• The  will take you to the previous page
• You can add a sub panel of roles, teams, events and tasks by clicking on button
• You can copy and edit the user detail by clicking on the action drop down option.
  

Feed Tab

You can view all the updates/comments on the User through the Feed tab.

• You can share link from the option.
• You can write your own comment in the comment box and share it with other users by clicking on the  tab.
• You can comment on others comment by clicking on the link.
• Like and unlike can be posted on Comments by clicking on the   option.

To edit a user’s information, click the three dots located to the left of the specific user, then select the  option to make changes. All the content which are added to a User can be edited through the below-mentioned tabs.

• Through General tab, you will be able to edit information such as – First Name, Last Name, Department, Is Administrator, Status, Phone, Email, User Image and Reports To.
  
• Address tab let you edit the Primary and Other address fields.
  
• The Setting tab helps you edit Export Charset, Export Delimiter, Time Zone, Time Format, Date Format, Fax Format, Currency, Language and Landing module.
  
• Through SMTP tab you can edit the company SMTP, user name, password.
  
• Through Social Links tab you can edit the links of the Social Networking websites such as Facebook, Twitter, Google Plus, YouTube and LinkedIn.
  

Once the changes are made, you need to click on to update the new information and move to the next tab.

New Users can be added to your ConvergeHub account from the Users section  under the Administration Setup in the Setting Page. You are required to click on button in the upper right corner of the user listing page.

• Fill in the First name and Last name (mandatory) in the respective fields.
• Type in the User Name
• Type in the title of the user.
• Select whether the new user will be an administrator or not.
• Type the password and confirm it.
• Provide the phone number of the user. If required, you can provide multiple phone numbers.
• Provide the email id of the user. If required, you can provide multiple email ids.
• Select the person to whom the user will report to.
• You can notify the user about the creation of his/her account.
• Click browse to choose user image.
• Select the role of the user from the drop down menu.
• Type in the department to which the user is related to.
• Set the status of the user as active as inactive.
• Type in the department to which the user is related to.
• You can provide the option to the user of changing the password by clicking on the check box.

Address Tab

You can add user address through this section.

Settings Tab

You can define Time zone, Date format, Language, Currency etc. through this section.

SMTP Tab

You can add the SMTP setting through this section.

Social Links Tab
You can add the social links of the user through this section.

ConvergeHub allows you to create and manage user accounts within the CRM. You can perform advanced customization like – allowing restricted access to data, defining roles, creating teams. You can learn more about user setting from the following modules:

User Login Logs provides a comprehensive view of the users logged into the CRM. The admin can refer to the user login logs to find out information such as number of users who are/had logged in, User IP, Login Start & End time, Login Type, Browser, Operating System and Login Device.

The admin can view the user login logs by clicking on icon at the left column under the administration setup section.

• You can search for a specific user by putting relevant keywords in the search field.
• You can carry out an advanced search of the users by filling in the search criteria. The search criteria will open up once you click on the Advanced Search link.
  
• You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
• You can click on the check-box to select one or multiple login records for mass update.
• You can bookmark a logs by clicking on .
• You can delete one/multiple partners by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down.
• You can get the options of adding comment, viewing followers, sending email and notifications (from the computer or from the CRM library) by hovering the cursor on a particular partner.
• By selecting check boxes, you can send mass email from the action drop-down.
• You can add a new user by clicking on tab.
• You have two types of views for the User listing page i.e. column view and row view. You can select the view depending on your requirement
  .
• The display of various User fields can be customized by making mouse hover on and then selecting the required fields you want to display.
• You can perform multiple actions to a partner by clicking on the Select drop down.
• You can edit or delete a partner by hovering the mouse on it.

ConvergeHub allows users to create hierarchy and set data security rules on who can access what information through the CRM. Based on the roles, the admin can create teams to manage sharing of information at different levels and delegate work easily within the team.

Listing Page
All the teams created are listed under the listing page.

• You can perform a quick search by inputting keywords in the Search field.
• You can also delete a team by clicking on .
• The listing is paginated and you can set the number of results you want to display per page.
• You can customize the listing page view by making mouse hover on  and then selecting the required fields you want to display.
  
• New team can be added directly to the listing page by clicking on the button.
• You have two types of views for the Team listing page column view and row view .

Add Team

You can add new teams by clicking on the tab in the upper right corner of the team listing page. Example:-

• The Name is a mandatory field. Without inputting a name you’ll not be able to create a Team.
• Add description for the team.
• Click on  to add the team to the team listing page. Click on cancel to stop.

Team Details

• You can edit the team detail by clicking on the  icon.
• The will take you to the previous page.
• You can Copy and Edit the team by clicking on the action drop down.
• The number of users selected in the team can be seen.
• You can add members to the team by clicking on .
• You can choose the display pattern (column view or row view) of the users by clicking on either of the options .
• User fields can be customized by making mouse hover on  and then selecting the required fields you want to display.
• You can edit a user detail by clicking on You can delete a user by clicking on
• You can add task, comment and event; view followers and email the user detail through the inline options.
• You can also delete a user by clicking on
• The listing is paginated and you can set the number of users you want to display per page.

Edit Team

Team details can be edited by clicking on the icon.

• Edit the name of the team.
• You can change the description of the team.
• Once the changes are made, you need to click on  to update the new information. Click on cancel to nullify the changes made.

List is the group of people belonging to modules of sales like Accounts, Leads and Contacts who are your target for the Campaign. You can create your own list to carry out the Campaign.

Further you can filter your List by setting up criteria to create your Segment for the corresponding List. You can create different combinations of criteria to create many Segments under a List. When creating a Campaign, you can select Segments and Lists to Target your desired group of people.

As an administrator you can exercise greater control over user access to ensure security of your data in ConvergeHub. You can define security levels from Security Setting link  available under Administration setup section.

• You can redefine Session Time Out value to stay logged in to your ConvergeHub account.
• You can define the number of Invalid Login Attempts allowed. After that the software will prevent you from logging in. This can be used as a protection against hacking.
• Set the time in Lockout Reset Period after which the user will be allowed to login again after failed attempts.
• Define the duration for which the Password Validity Link will remain active. After that period the user will have to regenerate the request.
• MFA Authentication is a security system that requires multiple methods of authentication (Email, Phone) to verify a user’s identity. It adds an extra layer of security beyond just a username and password.
• When the checkbox is checked, the system will stop sending email notifications to users when they are Assigned To any lead.
• Clicking on the  button will save the security settings made. Clicking on will nullify the process.

ConvergeHub offers role based security that allows you to define and restrict data access for different users.
The link to role is available in the left hand panel under Administration Setup section.

Role Listing
All the Roles created are listed under the listing page.

• You can perform a quick search by inputting a keyword in the search field.
• By clicking on the check boxes, you can select multiple roles together and mass update them.
• You can export Roles (in either PDF or Excel format) by selecting the check boxes beside them and then clicking on the respective icons. You can also mass delete roles by clicking on icon.
• You can set the number of rows to be displayed in the Role listing page by clicking on the Show drop down option.
• You can edit or delete a role by hovering the mouse on it and clicking on the respective options.
• You can customize the listing page view by making mouse hover on [image] and then selecting the required fields you want to display.
• New Roles can be added directly to the listing page by clicking on [image] button.
• You can select either of the two types of views for the listing page – column view [image] or row view [image].

Role Details
Role Details can be viewed and changed from the details page.

• You can edit the role by clicking on the edit option.
• The Details page contains the name and description pertaining to the role.
• The status of the role is displayed.
• You can control and set the access rights of all your users, in relation to different CRM modules such as Accounts, Cases, Contacts, Deals, Events, Library, Payments, Products, Quotes, Reports, Targets and so on. The permissions available for each CRM module are – Access, Delete, Edit, Export, Import, List and View. Depending on the users’ role within the organization, you can set the following privileges for each permission:
  • Enable: Setting ‘enable’ means you allow the user to have access to that particular module or have the right to perform the related activity.
  • Disable: Setting ‘disable’ means you disallow the user to have any access to that particular module or any right to perform the related activity.
  • Not Set: This is a default setting which allows complete access to the user to all the CRM modules and permissions.
  • All: Setting ‘all’ means you allow the user to access the data of all other users and execute the related activities over it.
  • Owner: Setting ‘owner’ means you allow the user to only access his/her own created data and perform any activity over it.
  • Team: Setting ‘team’ means you allow the user to access the data of his/her team and perform any activity over it.
  • None: Setting ‘none’ means you prevent the user to have any access over any CRM data.
• You can view and add more users to the roles section.
  
• Clicking on will apply the changes made under Access Details and Users tab.
• Clicking on will take you to the previous page.
• You can copy the role by clicking on the Action drop down option.
  

Add Roles
New roles can be defined under your ConvergeHub account. Create new roles by clicking on button in the role listing page.

• The Name field is mandatory for creating role and therefore, can’t be left empty.
• Add description to the role.
• Set the status of the role as Active or Inactive depending on your requirement.
• After creating the role, click on Save to complete the process. Or else, click on Cancel to stop the creation of the role.

Edit Roles
You can edit the role from the role listing page by clicking on icon or role details page by clicking on the link.

• You can edit the name of the role. Name field is mandatory and therefore, can’t be left empty.
• Edit description of the role.
• Edit the status of the role as Active or Inactive depending on your requirement.
• After editing the role, click on Save to complete the process. Or else, click on Cancel to stop the editing of the role.

You can define Password Policies from the Administration Setup of your ConvergeHub user account. The link to Password Policies  is available under the Administration Setup of your Account Setting page.

From this section you can define various attributes related to password.

• You can set the password expiry days from here. Users have to change the password after the expiry of the set no of days.
• Whether or not the password should contain a number can be defined through this field.
• Whether or not the password should contain a capital letter can be defined through this field.
• Whether or not the password should contain special characters can be defined through this field.
• The password minimum and maximum length can be defined here.
• Clicking on the  button will save the password policy settings. Clicking on will nullify the process.

To start, go to Marketing from the menu on the left and click on Campaigns. Once you’re on the campaign list, you can create a new one by clicking the button in the top-right corner. The Create Campaign page will open up, containing the necessary fields to be filled.

• • The Name section is mandatory to fill.
  • You can set the Campaign Type by clicking on drop down option. Some options for campaign type include Advertisement, Public Relation and Seminar/Conference etc.
  • Expected Response field allows you to set the response figure in percentage.
  • You can change the Start Date and End Date through the calendar that pops up on clicking on any of the date fields.
  • The Description field allows you to write a few sentences about the campaign.
  • To set the currency, click the dropdown menu in the Budget field. Once the currency is set, you can enter your estimated budget.
  • Total Cost shows the collective figure of all broadcast cost. This field will automatically get filled in after you input the broadcast cost.
  • You can enter the Expected Revenue you anticipate the campaign will generate.
  • You are required to click on the  option to proceed to the Broadcast section.
  • You can click on Cancel to stop the creation of the campaign.