Skip to main content

22 docs tagged with "Organisation Admin"

View All Tags

Add/Invite Users

To access Apotec CRM users will need to be added and invited to your branch(es). You can add users and send invites within Org. Management.

Associate Branches

Invite and associate your current users to additional branches within your organisation, or if your user is no longer associated with a branch, learn how to remove them.

Edit Sites

You can make changes to your sites within the Edit Site window.

Get to Know Org. Management

Use Org. Management to manage your sites and users. Set and adjust opening hours, set custom dates/times for each site, reset passwords and assign your users to branches and more.

Lock/Unlock Users

If required you can temporarily lock a user's access to all associated branches.

Manage Site Users

You can edit the Role and Access Type of your users, delete users from your sites, or delete branch invitations from the Site Users window.

Org. Management

Use Org. Management to manage your sites and users. Set and adjust opening hours, set custom dates/times for each site, reset passwords and assign your users to branches and more.

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.

RBAC Level 1

View your users' permissions based on their roles within your organisation. Assigning an Access Type to your user will grant additional permissions associated with their role.

RBAC Level 2

View your users' permissions based on their roles within your organisation. Assigning an Access Type to your user will grant additional permissions associated with their role.

RBAC Level 3

View your users' permissions based on their roles within your organisation. Assigning an Access Type to your user will grant additional permissions associated with their role.

RBAC Level 4

View your users' permissions based on their roles within your organisation. Assigning an Access Type to your user will grant additional permissions associated with their role.

RBAC Level 5

View your users' permissions based on their roles within your organisation.

RBAC Permissions

View your users' permissions based on their roles within your organisation. Assigning an Access Type to your user will grant additional permissions associated with their role.

Remove Users

If a user is no longer active, you can remove them from your organisation.

Resend Invites

If an invite link has expired, you are able to resend another.

Update Permissions

Update your users' Role and Access Type within a branch or throughout the organisation.