{"id":20529,"date":"2019-11-12T14:37:32","date_gmt":"2019-11-12T13:37:32","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20529"},"modified":"2025-11-18T09:42:12","modified_gmt":"2025-11-18T08:42:12","slug":"invita-un-consultant","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/invita-un-consultant\/","title":{"rendered":"Invit\u0103 un Consultant"},"content":{"rendered":"

Pot exista cazuri \u00een care ai nevoie de ajutor \u00een configurarea sau personalizarea sistemului t\u0103u. Sau pot exista situa\u021bii \u00een care nu e\u0219ti sigur de ce anume trebuie f\u0103cut sau cum trebuie f\u0103cut.<\/p>\n

\u00cen oricare din aceste cazuri po\u021bi invita un Consultant din echipa MiniCRM care s\u0103 te ghideze \u0219i s\u0103 te ajute cu set\u0103rile sau informa\u021biile de care ai nevoie.<\/p>\n

Invit\u00e2nd un Consultant \u00een sistem, acesta va avea acces special ca \u0219i administrator. Aceasta \u00eenseamn\u0103 c\u0103 are acces la toate func\u021biile sistemului cu excep\u021bia bazei tale de date. Consultantul are acces la un singur card din fiecare produs. Invita\u021bia poate fi trimis\u0103 doar de c\u0103tre un administrator.<\/div>\n

Pa\u0219i pentru a invita un Consultant \u00een sistemul t\u0103u<\/h3>\n

1.) Mergi la set\u0103rile sistemului<\/h4>\n

\n

2.) Alege Consultantul <\/i>\u0219i perioada<\/h4>\n

Caut\u0103\u00a0Invit\u0103 un Consultant<\/em> \u0219i selecteaz\u0103 Consultantul pe care dore\u0219ti s\u0103 \u00eel invi\u021bi, intervalul pentru care dore\u0219ti ca acea persoan\u0103 s\u0103 aib\u0103 acces la sistemul t\u0103u apoi apas\u0103 pe\u00a0Recomand\u0103<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Revocarea accesului pentru un Consultant<\/h3>\n

Dac\u0103 dore\u0219ti s\u0103 revoci accesul unui Consultant trebuie s\u0103 mergi la Set\u0103ri – Sistem – Consultant \u0219i s\u0103 dai click pe Revoc\u0103<\/em>.<\/p>\n

\"\"<\/a><\/p>\n

Ce poate \u0219i ce nu poate face Consultantul \u00een sistemul t\u0103u<\/h3>\n

Dup\u0103 ce l-ai invitat, Consultantul prime\u0219te un email \u00een care este notificat c\u0103 a primit acces \u00een sistemul t\u0103u. Apoi are acces direct la sistemul t\u0103u \u00eensa cu c\u00e2teva restric\u021bii.<\/p>\n

Ce poate s\u0103 fac\u0103 un Consultant:<\/h4>\n
    \n
  • Poate s\u0103 configureze sistemul (s\u0103 adauge sau s\u0103 \u0219tearg\u0103 c\u00e2mpuri sau produse)<\/li>\n
  • Poate s\u0103 configureze Pipeline-ul.<\/li>\n
  • Poate s\u0103 creeze, s\u0103 modifice sau s\u0103 \u0219tearg\u0103 filtre, \u0219abloane, automatiz\u0103ri sau formulare.<\/li>\n
  • Are acces la rapoarte.<\/li>\n<\/ul>\n

    Ce nu poate s\u0103 faca un Consultant:<\/h4>\n
      \n
    • Nu poate vedea mai multe de un card \u00een fiecare produs.<\/li>\n
    • Nu poate exporta mai mult de o linie \u00een fi\u0219ierul de export.<\/li>\n
    • Nu poate lucra \u00een sistem \u00een locul t\u0103u :).<\/li>\n<\/ul>\n

      \n","protected":false},"excerpt":{"rendered":"

      Pot exista cazuri \u00een care ai nevoie de ajutor \u00een configurarea sau personalizarea sistemului t\u0103u. Sau pot exista situa\u021bii \u00een care nu e\u0219ti sigur de ce anume trebuie f\u0103cut sau cum trebuie f\u0103cut. \u00cen oricare din aceste cazuri po\u021bi invita un Consultant din echipa MiniCRM care s\u0103 te ghideze \u0219i s\u0103 te ajute cu set\u0103rile […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2501],"tags":[1323,1329,1281,1335,1341],"class_list":["post-20529","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-administratori-si-manageri","tag-invite-ro","tag-module-ro","tag-project-ro","tag-right-ro","tag-system-ro"],"yoast_head":"\nInvit\u0103 un Consultant - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Pot exista cazuri \u00een care ai nevoie de ajutor \u00een configurarea sau personalizarea sistemului t\u0103u. Sau pot exista situa\u021bii \u00een care nu e\u0219ti sigur de ce anume\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/invita-un-consultant\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Invit\u0103 un Consultant - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Pot exista cazuri \u00een care ai nevoie de ajutor \u00een configurarea sau personalizarea sistemului t\u0103u. 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