CRM Core Administrator Guide
CRM Core Administrator Guide
  • Home
    • Using this help
    • Notices
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    • Support
  • Introduction
  • Configuration
    • Aurea CRM Parameters
    • Configuration Info Area
    • mm.ini File
    • mmdb.ini and mmodbc.ini Files
    • SMTP Connection Settings
    • Calendar Definition Info Area
    • Disable check for mandatory field in company conditions
  • Using CRM Core
    • Rights Module
    • Maintenance Module
    • Displaying all Fields in a Mask
    • Language IDs
    • Module Numbers
    • Data Types in Aurea CRM
    • System Fields
    • Fields with Fixed IDs
    • Link IDs
    • Number Ranges in Aurea CRM
    • Regular Expressions Syntax
    • Migrating Data
  • Additional Modules and Applications
    • Managing Companies and Persons
    • CRM.server
    • Rebuild module
    • SQL Tool
    • CRM.cryptographic tool
    • CRM.translation tool
    • CRM.users tool
    • Record Cache
    • Logs and Error Messages
  • Industry Solution Configuration
    • Merging Data Models
    • Maintaining Catalogs on Multiple Stations
    • Preventing the Updating of Catalog Values
    • Station Number Ranges
    • Vertical-independent Configuration
    • Empty texts in the Text info area
  1. Home
  2. Using CRM Core
  3. Rights Module
  4. Rep

Rep

Use the Rep info area to manage and depict your internal company structure (employees, groups, resources).

You can:

  • Define reps, see Defining Reps
  • Configure Aurea CRM logins, see Configuring Logins
  • Assign roles to reps based on their tasks, see Rep Roles
  • Add groups and resources, see Defining Groups and Adding Resources
  • Assign access rights to reps and groups, see Defining Reps and Defining Groups
  • Defining Reps
    Learn how to define reps.
  • Central Login Configuration
    Use the Central Login Configuration (ES) info area to create and manage logins for all stations.
  • Rep Roles
    Use the Rep role info area to assign up to 16 login roles (including associated access rights and desktop formats) to reps.
  • Skills
    Use the Skill info area to define a rep's special skills.
  • Setting a Rep as Inactive
    Learn how to set a Rep as inactive.
  • Defining Groups
    Learn how to define groups.
  • Public Reps and Groups
    Public reps and groups are visible to all users, even if individual users only have been granted access to their own group.
  • Deputy and Superior
    Learn how to assign a deputy or a superior to a rep.
  • Rep Hierarchy
    The rep hierarchy is displayed as a tree on the left. Each rep's hierarchy code is displayed on the right. Reps whose hierarchy code does not correspond to their current superior are displayed in red.
  • Adding Resources
    You can add resources from the Rep info area, e.g. meeting rooms or equipment used for events.
  • Using CRM Core
    • Rights Module
      • CRM Process Configuration
      • Login Roles
      • Languages
      • Station
      • Rep
        • Defining Reps
        • Central Login Configuration
        • Rep Roles
        • Skills
        • Setting a Rep as Inactive
        • Defining Groups
        • Public Reps and Groups
        • Deputy and Superior
        • Rep Hierarchy
        • Adding Resources
      • Aurea CRM License
      • Rights
      • Triggers
      • Tenants
      • Station Configuration
      • System Locks
      • Tracking
      • Logging Read and Write Access
      • Variables
      • History
      • CRM.phone
    • Maintenance Module
    • Displaying all Fields in a Mask
    • Language IDs
    • Module Numbers
    • Data Types in Aurea CRM
    • System Fields
    • Fields with Fixed IDs
    • Link IDs
    • Number Ranges in Aurea CRM
    • Regular Expressions Syntax
    • Migrating Data

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