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Settings & team
Articles on Naffes CRM settings and team management: users, roles, permissions and workspace preferences, step by step.
4 pages · Last updated
- Review and export the audit log in Naffes CRMSee who changed which record in Naffes CRM and when, export the audit log as CSV with old and new field values, and analyse it in a spreadsheet.
- Create a custom role and hide sensitive fieldsDesign a Naffes CRM role with own, team or all-level permissions, then block a role from viewing or editing specific sensitive fields.
- Invite users and assign roles in Naffes CRMInvite teammates to your Naffes CRM workspace by email, give each a role from Owner to Viewer, and accept join requests from your company domain.
- Turn on two-factor authentication in Naffes CRMTurn on two-step sign-in in Naffes CRM with an authenticator app, save your 8 recovery codes, and know what to do if you lose your phone.