Introduction

wolkvox CRM allows you to control the access and functions that each user can perform within wolkvox CRM, assigning specific permissions and features to groups of users to maintain security and organization.

User profiles are an essential tool in wolkvox CRM for managing the visibility and capabilities of each person on the platform. By creating and assigning profiles, administrators can activate or deactivate different permissions, modules, and buttons for users, ensuring they only have access to the information and tools they need for their role. This is fundamental for data security, error reduction, and workflow optimization for each team.

Management

To create and manage user profiles in wolkvox CRM, follow these steps:

Create a User Profile

1. In the left sidebar menu of wolkvox CRM, click on Configuration (gear icon).    
2. Go to the “Users” tab.    
3. Click the "Profiles" button.    
4. Click the "Add Profile" button.    

1. Assign a name to the profile (e.g., "Support Agent") and, optionally, a description.    
2. Click "Confirm" to create the profile.    

Delete Profiles

1. In the profiles table, select the checkbox for the profile you wish to delete.    
2. Click the trash can icon, located in the top right of the section.    
3. A confirmation window will appear. Click "Delete" to confirm the action.