Users
When enabled, this configuration restricts access to areas of the system for a user if they are assigned a publisher. The user will only be able to filter reports, search companies, and create invoices for companies assigned to their publisher.
Sales reps can request access to become a rep for companies in the system. When reps request access, you can approve the request using the Approval Queue widget.
Allow users to edit call notes after the call is recorded.
The number of days before an activity is scheduled to send the activity owner a reminder. You must enable the activity type to send reminders.
The due date reminder sends an email to your users alerting them of a project task with an upcoming due date. If you set the value to 1, your users will get an email with all of their tasks that are due the next day. The email will contain a link to view the tasks.
By default, user have access to all widgets on their dashboard. You can enable this configuration if you want to set permissions for each widget. For example, you may want your sales team to see Contact and Sales widgets but not have access to Finance or Production widgets. Make sure to update the Widget permission for user roles and users after enabling this configuration.
The number of days before a user is prompted to change their password. You can set the value to -1 if you don’t require a user to reset his or her password.