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Get Ready to Welcome New Users
As your team expands, staff fluctuations it’s a norm in an organization. The system administrator plays a critical role in ensuring organized user management and the smooth operation of the CRM account. Therefore, we will guide you through the ...
新用户账号管理 | Get Ready For New User
随着组织的发展，员工的调动在组织中是一种常态。系统管理员在确保用户的组织管理方面发挥着至关重要的作用。因此，我们将指导您如何添加新用户和如何处理已离职的用户。 从CRM中停用已离职用户 登录到Zoho CRM并转到设置 (Setup) 在“常规”(General)设置中，选择“用户”(Users)。 在“有效用户”列表 (Active Users List) >筛选要停用的用户，并在旁边的复选框打勾 >点击“停用”(Deactivate)。 在弹出窗口中，点击“立即停用”(Deactivate ...
Zoho Desk Get Ready for New User
Deactivate User Login to Zoho Desk, and go to Setup. Refer to Users and Controls > select Agents. Refer to the active agent, select the user you want to deactivate > click Deactivate Button. Click Deactivate Agent Button. Before Deactivate the user, ...