Org. Management videos
Check out our most watched Org. Management video playlist to learn more about the Org. Management module. Here you can access your sites and users, edit opening hours, or send out branch invites with ease.
You can use the table of contents to jump to the specific video you need. You can find more videos for all the processes you can complete in Org. Management within each article, found in the left-navigation content tree.
Sites
Adding new users
Users without an Apotec CRM account will need to be added prior to an invite being sent.
Inviting users with existing Apotec CRM accounts
Users that already have an Apotec CRM account can be invited to your organisation/branches.
Managing site users
Edit a users role and access type within the Site Users Window.
Editing sites
You can make changes to your sites within the Edit Site window.
Users
Updating user permissions across multiple branches
Update your users' Role and Access Type within a branch or throughout the organisation.
Managing user access to branches
Invite and associate your current users to additional branches within your organisation.
Removing a user from an associated branch
If your user is no longer associated at a branch you can remove them.
Editing user details
Learn how to update your user's details.
Locking user access
If required you can temporarily lock a user's access to all associated branches.
Resending invites
If an invite link has expired, you are able to resend another.
The 
Resend Invitation icon will only be displayed in the Actions column if a new user has been created but hasn't yet activated their account.
Removing users
If a user is no longer active, you can remove them from your organisation.
Removing a user from your organisation will also remove them from any associated branches within the organisation.
Removing a user from your organisation will not delete their Apotec CRM user account.