Employee/group details

In the column Employee/group details you can change settings or permissions for the employee or group you have selected in the left column (Employees and groups).

Selected employee/group

If you want to delete a group or a user from Isah CRM, select that group or user in the Employees and groups overview. Click Remove to remove the selected user or group from CRM. The user/group will will no longer have rights to access CRM and will disappear from the Employees and groups overview.

Note: You will still find removed users in the Add employees/groups list, because the Remove button only removes CRM rights, not the users themselves. Groups you remove will be gone from the CRM configuration tool, but will still exist in Isah.

Group memberships

By activating or de-activating these fields, you can add a user to groups or remove them from a group.

Permissions

For Isah CRM, the following permissions can be granted (or revoked), in Isah or in the configuration tool:

Program	Description	Form/Function/Preset
510000000	IsApp CRM	Application
510001100	IsApp CRM: Customers	Form
510001101	IsApp CRM: Customers	Preset
510001102	IsApp CRM: My customers	Preset
510001103	IsApp CRM: Debtors	Preset
510001104	IsApp CRM: Relations	Preset
510001105	IsApp CRM: Obsolete	Preset
510001106	IsApp CRM: Domestic	Preset
510001107	IsApp CRM: Foreign countries	Preset
510001108	IsApp CRM: My group	Preset
510001109	IsApp CRM: My line of business	Preset
510001110	IsApp CRM: My region	Preset
510001111	IsApp CRM: My selections	Preset
510001151	IsApp CRM: Change customer	Form
510001152	IsApp CRM: Add customer	Form
510001161	IsApp CRM: Change address	Form
510001162	IsApp CRM: Add address	Form
510001171	IsApp CRM: Change contact	Form
510001172	IsApp CRM: Add contact	Form
510001200	IsApp CRM: Selections	Form
510001201	IsApp CRM: Add selection	Form
510001202	IsApp CRM: Delete selection	Form
510001300	IsApp CRM: Messages and actions	Form
510001301	IsApp CRM: Add message and action	Form
510001400	IsApp CRM: Sales offers	Form
510001401	IsApp CRM: Offer request	Form
510001500	IsApp CRM: Sales orders	Form
510001600	IsApp CRM: Sales lines	Form
510001700	IsApp CRM: Sales contracts	Form
510001800	IsApp CRM: Amounts due	Form
510001900	IsApp CRM: Invoiced turnover	Form
510002000	IsApp CRM: Objects	Form
510002100	IsApp CRM: Service messages	Form
510002200	IsApp CRM: Service contracts	Form
510002300	IsApp CRM: Parts	Form
510002400	IsApp CRM: Open documents	Function
510002401	IsApp CRM: Documents customer	Form
510002402	IsApp CRM: Documents message	Form
510002403	IsApp CRM: Documents action	Form
510002404	IsApp CRM: Documents sales offer	Form
510002405	IsApp CRM: Documents sales order	Form
510002406	IsApp CRM: Documents sales line	Form
510002407	IsApp CRM: Documents sales contract	Form
510002408	IsApp CRM: Documents amount due	Form
510002409	IsApp CRM: Documents invoiced turnover	Form
510002410	IsApp CRM: Documents object	Form
510002411	IsApp CRM: Documents service message	Form
510002412	IsApp CRM: Documents service contract	Form
510002413	IsApp CRM: Documents part	Form
510003000	IsApp CRM: Customer cockpit	Form
510004000	IsApp CRM: My actions	Form
510009000	IsApp CRM: Settings	Form