{"id":3005,"date":"2017-04-24T16:38:33","date_gmt":"2017-04-24T14:38:33","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3005"},"modified":"2017-11-23T12:17:51","modified_gmt":"2017-11-23T11:17:51","slug":"invite-a-consultant","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/invite-a-consultant\/","title":{"rendered":"Invite a Consultant"},"content":{"rendered":"

If you need help regarding your system, you can invite a MiniCRM colleague as a Consultant to your system.<\/p>\n

    \n
  1. Click the \"settings\"\u00a0icon in the top right-hand corner.<\/li>\n
  2. Click System on the blue navigation bar.<\/li>\n
  3. You can choose a person from the options in the Invite a Consultant box. You can also set when the temporary access will expire.<\/li>\n
  4. If you are ready, click the \"\"\u00a0button.<\/li>\n
  5. The consultant receives an email about the invitation and will be able to log in to your system.<\/li>\n
  6. If you would like to revoke the access, click the \"revoke\"\u00a0button. If you do not revoke it, the access is denied automatically when it expires.<\/li>\n<\/ol>\n

    If you invite someone to your system, they get a special admin right<\/a> which means that they see everything except your database. They only see one opportunity card<\/a> in every term\u00e9ke<\/a> and they are unable to access the other ones.<\/p>\n

    It is recommended in case of a complex question, system implementation, and it is also helpful in finding bugs.<\/p>\n","protected":false},"excerpt":{"rendered":"

    If you need help regarding your system, you can invite a MiniCRM colleague as a Consultant to your system. Click the \u00a0icon in the top right-hand corner. Click System on the blue navigation bar. You can choose a person from the options in the Invite a Consultant box. You can also set when the temporary […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[391],"tags":[454,462,464,468,490],"class_list":["post-3005","post","type-post","status-publish","format-standard","hentry","category-more-customization","tag-invite-en","tag-module-en","tag-project-en","tag-right-en","tag-system-en"],"yoast_head":"\nInvite a Consultant - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"If you need help regarding your system, you can invite a MiniCRM colleague as a Consultant to your system. 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