The administrator or your Full Spectrum CRM expert will provide you with a questionnaire which requests how your CRM system is to be set up and identifies users. The typical user profile will include name,  title, group, email and password.  This will allow the administrator or the CRM expert to set up email settings, calendar setting and which modules to display for that user and which modules to allow this user access.  The Full Spectrum CRM has the capability of  provide or deny access to any to any module on the system to any user or category of users.   This will customize the operation of the CRM  to allow your staff access to the areas that the owner wants each user to view.


On each user page, the  My Account page will display the settings for each staff member. Including settings, contact information and the staff module privileges. The user can override some of the settings in contact area but not module display.  By default all modules will display for each user per his permissions.


You can customize the display for each user or group by arranging which module tabs appear or do not appear and  in what order. Email options, for the settings on inbound and outbound mail, send mail or SMTP, HTML or plain text, CRM mail client or Microsoft Outlook. Each user can arrange the page to their liking.  This feature allows each user to move sections on the page to new positions.


All users of the system are viewable by viewing the Employees.  This list maintained by the administrator displays the users name, email address, department, and supervisor.  You can click on any options to see more detail or email the user or his supervisor.


Each user can set up My Portal listing  common accessed web addresses on their My Account page.  This is provided so that the user is encouraged to use the CRM as the main interface on their computer.