{"id":433,"date":"2022-09-21T15:07:37","date_gmt":"2022-09-21T15:07:37","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=433"},"modified":"2022-11-24T15:30:32","modified_gmt":"2022-11-24T15:30:32","slug":"usuarios","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/21\/usuarios\/","title":{"rendered":"Usuarios"},"content":{"rendered":"
\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Usuarios en un CRM<\/h1>\n\n\n\n

Los usuarios<\/strong> en un sistema CRM online son cada uno de los accesos que creamos para una persona\/puesto en concreto dentro de nuestra organizaci\u00f3n. Se recomienda disponer de un acceso por persona de nuestra empresa<\/em>, de este modo le permitir\u00e1 medir y segmentar los datos dentro del CRM por las acciones realizadas por cada miembro de nuestro equipo.<\/p>\n\n\n\n

Para crear un nuevo Usuario en su sistema tiene que tener permisos para acceder desde su perfil de usuario a Configuraci\u00f3n.<\/p>\n\n\n\n

Al crear al usuario debemos editar o crear campos como m\u00f3vil, tel\u00e9fono, direcci\u00f3n .. que deber\u00eda poder usar para fusionar en plantillas de correo electr\u00f3nico y pdf (ej. firma correos, presupuestos, etc.). Por lo tanto, debe crearlos si no constan y rellenarlos, ya que esto es una gran ventaja para el d\u00eda a d\u00eda de nuestro negocio.<\/p>\n\n\n\n

Tambi\u00e9n puede seleccionar un responsable o una \u00e1rea para cada organizaci\u00f3n. Esto es relevante si tiene comerciales que act\u00faan en varias \u00e1reas\/zonas <\/strong>y quiere que los comerciales s\u00f3lo puedan tener acceso a los clientes de su propia \u00c1rea o Zona. La \u00e1reas\/zonas se editan\/ajustan desde Configuraci\u00f3n -> Entidades -> Zonas de usuario.<\/strong><\/p>\n\n\n\n

Acceso <\/strong><\/h2>\n\n\n\n

Una vez haya creado el nuevo perfil de Usuario, debe poder \u2018Crear y enviar credenciales\u2019 a la direcci\u00f3n de correo electr\u00f3nico de la persona\/usuario que ha dado de alta.<\/p>\n\n\n\n

El Usuario recibir\u00e1 en su bandeja de entrada un correo con sus credenciales de acceso o bien para restablecer su contrase\u00f1a.<\/p>\n\n\n\n

Recomendamos <\/strong>no enviar las credenciales a los usuarios que no forman parte del proceso de puesta en marcha del sistema.<\/p>\n","protected":false},"excerpt":{"rendered":"

Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-433","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"\nUsuarios - Axial CRM Knowledge Database<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/21\/usuarios\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Usuarios - Axial CRM Knowledge Database\" \/>\n<meta property=\"og:description\" content=\"Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/21\/usuarios\/\" \/>\n<meta property=\"og:site_name\" content=\"Axial CRM Knowledge Database\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-21T15:07:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-24T15:30:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" \/>\n<meta name=\"author\" content=\"Michel Monserrate\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michel Monserrate\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/21\/usuarios\/\",\"url\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/21\/usuarios\/\",\"name\":\"Usuarios - 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