ONLY FOR ENTERPRISE AND MM DIRECT CUSTOMER (NOT FOR MSP ADVANTAGE OR
IT ADVANTAGE)
* When you add a user to the system- they are automatically emailed
with the link to the login page, their username, and a temporary
password. This password will expire...
Roles will allow you to assign software level permissions to Users.
When you assign roles to groups, you can apply these permissions to
multiple Users at one time and even revoke different levels of access.
To start:
* CLICK ON “SETUP” AND THEN CLIC...
WHY CREATE GROUPS?
Creating a "Group" will allow you to easily organize your Users to
share assets or assign system level permissions in Mindmatrix.
GROUPS WILL LET YOU SHARE ASSETS WITH LARGE NUMBERS OF USERS
SIMULTANEOUSLY.
For example, if you cre...
* To share a template with users, groups, or companies, first click
on Setup > Asset Management > Templates.
* To choose the template you would like to share, and then click on
the template.
* You will then be taken to the Print Templa...
To edit which users have access to which contacts, go to "Connections"
and then "Contacts"
From there click on the contact that you wish to share/ unshare.
In the "Contact" window, click on the "Views" drop down.
From there c...
To share a PDF, (any other type of file) with users and groups, you
first need to access the "Documents" section of your software. TO DO
THIS, GO TO “COLLATERAL”, THEN “DOCUMENTS”.
In the "Documents" section, click on the PDF that you wish to share
and ...
This article will describe the differences between roles in
Mindmatrix. This article is meant to be used in reference with the
following articles:
1. Adding Users to Mindmatrix
[http://my.mindmatrix.net/staff/index.php?/Knowledgebase/ViewKnowledgebase/A...
OPPORTUNITY OWNERSHIP
FEATURE:
Earlier users could only share opportunity records with other users.
This restricted them from having certain rights over the opportunity
record. Opportunity ownership allows users to assign complete
ownership of opportu...
FEATURE:
This is to enable the Users of AMP to behave as contact so that there
can be an interaction between Users and reporting, smart list, drip
and scoring for Users based on their Internal and External activities.
WHO WILL BE USING THIS?
This fu...
HOW TO IMPORT USERS:
We can add multiple users by importing a list of users. Following are
the steps with the attached screenshots:
1) Goto Setup > User Management > Import Users:
2) Click on Import and Please note it should be CSV or TXT files only...
How Engagement status is calculated in User smart list
_ACTIVECONTACTSTATUS_ :
count = active contact count created by user in its company and who
opened any email
activity Date = latest activity done by any active contact created by
user in its comp...
CONVERSION OF CONTACTS TO USERS
FEATURE:
This feature outlines the process of converting any contact into a
user. On conversion, the contact receives a link to the install and
the login credentials via email.
WHO WILL BE USING THIS?
This feature i...
