Access and users
How people get in, what kind of user they are, and how one installation serves many companies.
Username and password sign-in
What it is. Portal users sign in with their own credentials, created in EasyCRM.
What it does. No Salesforce login is involved. The person never sees Salesforce and does not need an account there.
What you gain: the whole licence argument. This single capability is why the product exists.
Self-service password reset
What it is. A Forgot password? link on the sign-in page.
What it does. The person enters their username or email and a new password is emailed.
What you gain: password resets stop being an administrator's job.
Three roles
What it is. Standard, Admin and Super Admin.
What it does. The role decides the scope of what somebody can manage — their own records, their company's people, or everything.
What you gain: you can hand day-to-day user management to each company without giving anybody keys to the whole portal.
Multi-company
What it is. Every user belongs to a company, and most settings apply per company.
What it does. Apps, tabs, report folders, admin tabs and branding can all differ by company.
What you gain: one installation serves many client companies, each seeing only its own — the difference between a product and a deployment per customer.
Delegated administration
What it is. Admins manage only their own company's people.
What it does. A Super Admin also decides which Admin Console tabs each company's admins can see at all.
What you gain: client companies run their own users without reaching anything else.
Deactivation that preserves history
What it is. An Active switch rather than a delete.
What it does. The person cannot sign in. Their records keep them as owner and their audit history stays intact.
What you gain: leavers handled in one click with nothing orphaned and nothing erased.
Administrator password resets
What it is. A key icon beside each user.
What it does. Generates a new password and emails it to the person. The administrator never sees it.
What you gain: an administrator can unblock somebody without ever knowing their password.
Support impersonation
What it is. Viewing the portal exactly as another person sees it, without their password.
What it does. Every attempt is logged whether allowed or refused, actions record both names, and the user is not interrupted. It is off until deliberately switched on.
What you gain: "it looks different on my screen" is solved in a minute, with a complete record of who did it.
Account lockout
What it is. Repeated failed sign-ins lock an account for a period.
What it does. The person is emailed that it happened.
What you gain: brute-force attempts stop automatically, and the account's owner finds out.
Session expiry
What it is. Sessions end on their own after a period.
What you gain: an abandoned browser on a shared machine does not stay signed in.
Sign-in hours and IP ranges
What it is. Per-profile limits on when and from where people may sign in.
What you gain: access confined to working hours and to your offices or VPN, without touching anybody's permissions.
Landing page per profile
What it is. Each profile can start its people on a particular tab.
What you gain: people arrive where their work is instead of navigating there every morning.
Linking to a Salesforce user
What it is. A portal user can be linked to a Salesforce user, and users have their own manager relationship.
What you gain: actions stay attributable across both systems.
In-portal notifications
What it is. A bell with an unread count.
What you gain: people notice what needs them without anybody sending a chasing email.
Automatic emails
What it is. The portal emails people on its own: credentials when an account is created, a new password when one is reset, a warning when an account locks, and a notice when one is closed.
What you gain: accounts are handed over and recovered without an administrator relaying passwords by hand.