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Replies: 2 - Pages: 1 - Last Reply: Nov 22, 2021 11:47 AM by: Ken T
Sarah H
Registered: 7/4/19
Access to CRM

Hello, I have an assistant and I would like them to access the CRM in OR to work with guests. How can I grant that access?

Ken T
Registered: 8/7/19
Re: Access to CRM

You can grant them a Portal Access account:


However, you'll likely have to grant them Admin access in order to fully communicate with all guests.

Pages: 1