Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Step-by-step guide
On the Main Menu, click the My Profile symbol.
Click Change Group.
Click the Group Name you wish to access.
Veloxity CRM automatically refreshes to display the selected user group.
User Groups have different security settings and privileges. Users are assigned to groups by their Veloxity CRM administrator. Change Group allows a user to access other Veloxity CRM user groups.
You are looking at a screenshot demonstrating how to Change Your User Group:
Figure 1. Change Your User Group.
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