Documentation
Getting Started with Fenzon

User Settings

Go to the User Settings section to manage users, roles and profiles.

Sidebar navigation for user settings

Users can be created and managed in the system via the User menu item. The following field information from the User details section is used across the board - the other details are optional.

Field Explanation
Username Is used by the system as the user name and is displayed for assigned data records.
Email Used to log into the system.
Role Assigns the user a role.
Profile Assigns the user a profile.

Roles
Roles can be managed accordingly through the Roles menu item. Roles can be structured hierarchically, allowing object-related data records to be made available to users based on their roles. This enables, for example, opportunities, cases, or projects to be visible only to the owner, to users associated with their role, or to everyone, depending on the configuration.

Profiles
Profiles can be managed accordingly through the 'Profiles' menu item. In a profile, the visibility for applications and the permissions for objects can be defined as follows:
  • Read
  • Create
  • Edit
  • Delete
If needed, the system allows for individual read and write permissions for each specific field within a profile by selecting an object in the object settings area.
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