Platform Setup and Administration
Everything an Administrator configures once: the account itself, workspaces, users and roles, permission scopes, add-on modules, navigation, localisation, security and storage.
PLT-01Sign Up and Create a CrmLeaf AccountAll editions. Core feature — no add-on required. The product edition your account receives is chosen during signup and determines the onboarding checklist, navigation and terminology you see afterwards.PLT-02Understanding Companies, Organizations and WorkspacesAll editions. Core feature — no add-on required.PLT-03Switch Between Companies and OrganizationsAll editions. Core feature — no add-on required. The workspace picker appears only when you belong to more than one Company or Organization.PLT-04Configure Your Company Profile and BrandingAll editions. Core feature — no add-on required. Per-company subdomains for white-label hosting require the Subdomain add-on module to be enabled for your account.PLT-05Invite Users and Assign RolesAll editions. Core feature — no add-on required. The number of users you can add is limited by your plan's seat limit.PLT-06Configure Ownership-Based PermissionsAll editions. Core feature — no add-on required. Permissions for add-on modules appear only after the module is enabled for your account.PLT-07Enable and Manage Add-On ModulesAll editions. Core feature — no add-on required. Which modules you can enable is determined by your account's package.PLT-08Configure Menu Layouts and Quick AccessAll editions. Core feature — no add-on required. Menu layouts are configured for your account by CrmLeaf at the platform level; Quick Access pinning is available to every user.PLT-09Configure Currency, Exchange Rates and LanguageAll editions. Core feature — no add-on required. Installable localisation and language packs require the Language Pack add-on module to be enabled for your account.PLT-10Configure Tax RatesAll editions. Core feature — no add-on required. Electronic invoicing requires the E-Invoice add-on module, and India GST-aware accounting sync requires the Tally add-on module.PLT-11Create and Use Custom FieldsAll editions. Core feature — no add-on required. Custom fields on a module's records are available only where that module is enabled for your account.PLT-12Configure Notifications, SMTP and SlackAll editions. Core feature — no add-on required. SMS and WhatsApp delivery requires the SMS add-on module. Sending through your own SMTP server and domain, with a live connection test and automatic fallback,…PLT-13Configure Security and Two-Factor AuthenticationAll editions. Core feature — no add-on required. Email and IP blacklists and login-expiry policies require the Cyber Security add-on module to be enabled for your account.PLT-14Create Personal Access TokensAll editions. Core feature — no add-on required. What a token can reach still depends on your permissions and on which add-on modules are enabled: vendor, purchase order, bill and payment data needs the…PLT-15Configure File Storage and Database BackupAll editions. Core feature — no add-on required. Attaching files from Google Drive or OneDrive requires the Drive Integration add-on module to be enabled for your account.PLT-16Use the File ManagerAll editions. Core feature — no add-on required. Attaching files held in Google Drive or OneDrive requires the Drive Integration add-on module.PLT-17Choose Which Fields Appear on the Task, Project and Employee FormsNewAll editions. Core feature — no add-on required. Each configurable form only appears here once its own module (Deals, Tasks, Projects or Employees) is enabled for your account.PLT-18Save and Reuse Filtered Views on a Listing ScreenNewAll editions. Core feature — no add-on required. Available on most listing screens across CrmLeaf — Deals, Clients, Projects, Tasks, Invoices, Expenses, Employees, Leaves, Tickets and dozens more — wherever…
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