FAQ & videos
Settings
- How to use the self service portal?
- How to manage permissions?
- How to manage hierarchy and permissions?
- How to manage users?
- Guide: configure your DNS system to allow emails to be sent with your domain name via CentrixOne
- How to prepare the Excel file and then import the data?
- How do I modify the hierarchy of users ?
- Can I view the emails of other users in the CentrixOne CRM?
- Will I be able to keep my data in my CentrixOne account if I synchronize it with a new accounting system ?
- How do I change the username ?
- How do I create, rename or delete a role (user group) ?
- How do I manage permissions?
- How do I assign a role (user group) to a user ?
- What does the information we enter into the “Settings/emails” module correspond to in the “Company info and logo” and “Unsubscribe” sections ?
- How do I avoid creating duplicates when importing an Excel file ?
- Can I update contact and account information via an Excel file ?
