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Frequently asked questions - The CRM

Mel Howarth
Updated



Problem

Answer

What should I do when a user leaves an organisation and goes to another? 

 

Follow the instructions to disable the user for the organisation that they have left.

 

As the user will have a new email it is best to create them as a new user under the organisation they have gone to. This will retain the history under their previous organisation and prevent emails being sent about previous grants to their new email address.

How can I find all the applications for an organisation?

Open the organisation from the CRM and go to the Applications tab on the left. Here you will find all the applications an organisation has had.

How do I add and activate a new user and not send them an activation email?

 

To activate the user and grant them access without sending an email, you will need go into the 'Actions' dropdown, select the ‘Enable Login Access’ button, then click 'Enable'.  

You will then need to click the 'Requires update (No activation email)' button, OR manually change the status to ‘Requires Update’ and save it. 

 
 

Note: It is the changing of the status to Active that triggers the sending of the email.