MediCRM

Workspace, access levels and sample data

The company settings, who can do what, and the sample data.

Settings > Workspace holds the name, plan language, country, time zone, currency, date and time formats, and the week start.

  • Access levels are built on a base role, with the permissions ticked. User types group people for reporting.
  • Sample data (administrators) fills every section with invented leads, chats, tasks and bots, so you can try the screens. Remove sample data deletes only what the sample added.