Dashboard 404

Hi About the 404 – need more info… never had this issue.

About Users:

every UpiUser need to be a WordPress user.
After you create a WordPress user , you can make this user either a UpiUser or a UpiAdmin.

Depending on the logged-in user’s role, UpiCRM presents one of two dashboards:
* Admin Dashboard: Presents all leads’ status and analytics data.
* User dashboard: Presents the same information, but only for the leads assigned to the logged-in user.

Users Center UpiCRM is designed to work in a multi-user / global organization environment, with up to 5 tiers of users, per your choice / definition. For Example, you can define a single “Global Sales Manager”, three “Regional Sales Managers”, under each of them – local “Sales Representatives” that are working with “External Distributors”. Per every user you can define: 1. Permission to re-assign leads back to the manager in charge. 2. Enable/Disable sending email status updates to the manager, per each status change.
All users, when connected to the UpiCRM dashboard, will see not only the leads assigned to themselves, but also the aggregation of leads assigned to the users reporting to them.

In order add users to UpiCRM: 1. Add a new WordPress “subscriber” user (Important: Do this before Adding UPICRM user/s) 2. Add the new user to UpiCRM: a. Choose the new user from the drop down list b. Choose his manager from the drop down ‘Reprts to’ list c. Add role (free text / label) d. Choose permission (role): UpiCRMUser/UpiAdmin e. Choose if a user can re-assign leads back to the manager? yes/no. f. Choose if the manager will receive notifications on the user status updates? yes/no.
Note: you can always click the “edit” icon and change the user’s role/position/permissions.

please see page 18 in the documentation / user guide found at:

UpiCRM Documentation

Thanks
Uri

Also – about users and access rights:

Any WordPRess admin, will by default have UpiCRM admin role, as the wordpress admin can always access all data on site.

Any “subscriber” user on wordpress, or editor for that matter, will by default have UpiCRM user role, which means the user can ONLY access leads assigned to the user, or to the users that are reporting to the user, as defined on the tree view screen, as seen on http://yourserver/wp-admin/admin.php?page=upicrm_users_center.

did this help ?
I suggest you send a support request form our site if you need more guidance…we’ll be happy to assist.

Thanks
Uri

Hi,
please send screen captures by mail / open a support form on our site… we need more info in order to mitigate these issues.

thanks
Uri