Managing settings on behalf of others
Once you have access to the Admin tab, admins can manage the following:
- Call and SMS logging settings
- Contact and call-pop settings
- CRM-specific settings
- Advanced settings
- Set the custom CRM manifest URL
For each setting that can be managed by an admin, one can do the following:
- Mandate the setting be a specific value. This is done by disabling the user's ability to customize the value, and select the value you prefer.
- Set the default value of a setting. This is done by setting the preferred value, and by enabling the user to customize the value.
What users within your account will see
When a setting is mandated by an admin, a lock icon will appear next to the setting and it will be disabled, thereby allowing the user to see the value, but be unable to change it.
Managing CRM-specific settings
Each CRM supported by App Connect may expose custom settings. These settings can be managed under the area labeled as "Custom options."
