IRIS CRM is excited to announce the release of a new feature for your favorite Merchant Services CRM! ISOs using IRIS CRM can now copy the permissions from an existing user profile when creating a new user in their CRM instead of having to add them manually each time.
Creating new users in your CRM takes time and can lead to errors. All settings must be manually set for each user, which can lead to incorrect permissions, data, and more.
Adding user settings can require 300 to 400 manual updates for a new user with specific permissions, which can take a lot of time out of your administrator’s busy day. Settings to update can include adding them to new groups, setting the permissions for which parts of the CRM they are able to access, and more.
By providing a convenient, easy way to copy user functionality from existing users, IRIS CRM now empowers ISOs to create new users with the right settings every time in seconds, not minutes.
How It Works
First Use Case: Using the Add Account Functionality
Step 1: Start by creating a new user in your CRM. Click on Manage, then User Accounts. Select the Add New User button and proceed to the next step:
Step 2: Next, select the user with the profile you would like to copy for the new user, and choose which items to copy from the existing profile. All settings can be copied by clicking Copy Everything, or you can be more specific and select whether to copy over User Info, Group Settings, Managed Users, Residuals Templates, Managed by Users, Set Appointments for Users, and Assigned Merchants individually:
Step 3: Click Save and the selections you made will be put into action. Once you see the fields populated correctly, add in the rest of the new user’s information, then click Create User:
Second Use Case: Copy User Profile from Account View Page
Step 1: Go to the user account page for the user with the settings you’d like to copy to a new user.
Step 2: Press Copy User Profile and you’ll be redirected to a page where you can configure the data that you’d like to copy over:
Step 3: Select the data you’d like to copy from the profile. This can be done by clicking Copy Everything, or you can be more specific and select whether to copy over User Info, Group Settings, Residuals Templates, Managed Users, Managed by Users, Set Appointments for Users, and Assigned Merchants individually. Click Save and proceed to the next step:
Step 4: Once the data has been configured correctly, add the rest of the user data for your new user then click Create New User.
Step 5: Confirm the settings are correct on the new user’s account page and the new user will have the selected data from the copied user.
We hope this feature empowers you to become more efficient and effective in your ISO’s day-to-day operations.
Reach out to our team today for a free guided demonstration to see all the benefits that IRIS CRM provides for customers, and stay tuned for more features and enhancements coming soon!