Prototype · Module 05 CRM · record groups ← back to portal

Configure

Users

1 person has no groups and cannot see any CRM records.
User Role Groups Status Last active
JA
JY Global Admin
admin@jyglobalbiz.com
 Owner All records Active Today
CS
Corp Sec
corpsec@jyglobalbiz.com
 Member Cayman Singapore Active 2 days ago
MD
Ming Dao
mingdao@jyglobalbiz.com
 Member No access Active Never