Last Revised: 03 Mar 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
On the Main Menu, click My Profile > Change Group
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.
Change Group allows a user to access other Veloxity CRM user groups.User Groups have different security settings and privileges. Users are assigned to groups by their Veloxity CRM administrator.