| My Portal |
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My Portals module to add links to Web sites and Web-based applications such as forums or the Web interface to your organization’s email system. Adding portal sites in CauveCRM enables the system to provide a single interface for multiple applications and Web sites. A portal site can be either of two types: Personal or Global. A personal site is a link that only you can view and access. A global site is a link that the entire organization can view and access. Users can only add sites for personal use. Administrators can add personal sites as well as global sites. A portal site can display as an option in the Shortcuts menu or as a tab adjacent to the module tabs. Users can display sites only as shortcuts. Administrators can display sites both as shortcuts and as tabs |
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