This guide provides step-by-step instructions on how to properly leverage the Management Component within the VDR/Portal Command Center. The VDR/Portal Command Center lives within Altvia’s CRM and enables efficient user management actions between the CRM and VDR/Portal.
The Command Center serves as a comprehensive tool designed to streamline user operations between CRM contacts and their associated VDR/Portal user. Each CRM contact is exclusively tied to a single VDR/Portal user, ensuring a 1:1 relationship. This promotes clarity and avoids potential overlap or confusion regarding user statuses and actions.
