Thanks to this setting, users are automatically linked if they use the same email addresses, making management easier and ensuring data accuracy. Additionally, the ability to manually add users provides additional flexibility, ensuring that the specific needs of each organization are efficiently addressed.
Linking Ringover users with their CRM accounts
The setting allows for a bridge to be established between Ringover users and those registered in the CRM. In Ringover, there are two types of linking:
Automatic linking
When users' mail addresses match between both platforms, automatic user configuration is performed. This automatic configuration runs in the tab designated as "Automatic", simplifying the process and reducing administrative burden for IT teams and/or administrators.
Manual linking
In some cases, it may be necessary to make manual adjustments or add users who have not been automatically linked. To address this need, we have incorporated the ability to manually add users from the tab designated as "Manual". This provides additional flexibility and control to administrators, allowing them to tailor the integration to the specific needs of their organization.
To manually link a user
- In the "Manual" tab, click on "Add".
- Select the user, the CRM account, and click on "Link".
- Click on the "Save" button before closing the window.
And there you have it, now you know how to link Ringover users with their CRM accounts! 🎉