Process library

Opens the [Process library] section where you can edit your existing process diagrams and create new ones. From here, you can access the process designer.

To use this section, the user must have permission to the “Access to "Process design" section” system operation.

Process log

Opens the [Process log] section for managing running processes (“process instances ”) and viewing statistics on completed processes.

To access this section, the user must have permission to the “Access to "Process log" section” system operation.

System users

Opens the [Users] section where you can set up the structure for your company, register users and sort the employees by role. Read more >>>

To access this section, the user must have permission to the “Manage user list“ (CanManageUsers) system operation.

Organizational roles

Functional roles

Object permissions

Opens the [Object permissions] section where you can set access permissions to system objects, e.g., to sections or lookups, as well as separate columns and records in these objects. For example, you can change the permissions to edit or delete records in the “KnowledgeBase” object. Read more >>>

To access this section, the user must have permission to the “Access to "Access rights" workspace” (CanManageAdministration) system operation.

Operations permissions

Opens the [Operations permissions] section where you can set up user rights and roles for different system operations. For example, you can set up your workplaces or Excel import parameters. Read more >>>

To access this section, the user must have permission to the “Access to "Access rights" workspace” (CanManageAdministration) system operation.

Audit log

Opens the [Audit log] page containing information about the events that occur in the system, for example, user authorization, modifying the user role structure, modifying access rights to objects. Read more >>>

To access this section, the user must have permission to perform the “View "Audit log" section” (CanViewSysOperationAudit) system operation.

Data import

Opens the import setup window that you can use to import records from an Excel file to your system. Read more >>> 

To access the import setup window, the user must have permission to perform the “Excel import” (CanImportFromExcel) system operation.

LDAP integration setup

Opens the LDAP integration page that you can use to register users in Creatio automatically as they sign in to a domain, and to enable domain authorization. Read more >>>

To access the integration setup page, the user must have permission to the “Access to "Access rights" workspace” (CanManageAdministration) system operation.

Web services integration setup

Opens the [Web services] section, where you can add and set up new integrations, including the parameters for connecting to the web service and calling its methods. Read more >>>

To access this section, the user must have permission to the “Access to "Configuration" section” (CanManageSolution) system operation.

Mailing log (available in Marketing Creatio and CRM-bundle).

Opens the [Mailing log] section that contains information about bulk email preparation and execution steps. Read more >>>

All users can access this section by default.

Website events tracking (available in Marketing Creatio, bank sales and CRM-bundle).

Opens the [Website events] section used to track all user actions on your website, and to set up the website events tracking service. Read more >>>

To access this section, the user must have permission to the “Website events tracking” (CanManageEventTracking) system operation.

Installed applications

Opens the [Installed applications] section that enables you to manage installed marketplace applications. Read more >>>

To access this section, the user must have permission to the “Access to "Configuration" section” (CanManageSolution) system operation.

Setup duplicates rules

Opens the list of rules for finding and deleting duplicate records. Read more >>>

To access the duplicates search rules page, the user must have permission to the “Access to "Duplicates rules setup” (CanManageDuplicatesRules) system operation.

Languages

Opens the list of available interface languages. Read more >>> 

To access this section, the user must have permission to the “Access to "Languages" section” (CanManageLanguageSection) system operation.

Translation

Opens the [Translations] section where users can localize the interface and other system elements. Read more >>>

To access this section, the user must have permission to the “Access to "Translation" section” (CanManageTranslationSection) system operation.

Set up portal main page

Use to edit the main page of the self-service portal. Read more >>> 

To access this section, the user must have permission to the “Access to portal main page setup module” (CanManagePortalMainPage) system operation. Please note that the portal functionality is licensed separately.

Lookups

Opens the [Lookups] page that enables you to set up values for different lookups: "Job titles", "Industries", "Activity categories", etc. Read more >>>

To access this section, the user must have permission to the “Access to “Lookups" section” (CanManageLookups) system operation.

System settings

Opens the [System settings] section where you can modify global (system-wide) settings. System settings include the base currency, email settings, etc. Read more >>>

To access this section, the user must have permission to the “Access to “System settings" section” (CanManageSysSettings) system operation.

Section Wizard

Opens the Section Wizard, where you can create and set up your own sections in Creatio. Read more >>> 

To access this section, the user must have permission to the “Access to "Configuration" section” (CanManageSolution) system operation.

Detail Wizard

Opens the Detail Wizard that allows you to create and set up new details in Creatio sections. Read more >>> 

To access this section, the user must have permission to the “Access to "Configuration" section” (CanManageSolution) system operation.

Mobile Application Wizard

Opens the Mobile App Wizard that allows you to configure your Creatio mobile application. Read more >>> 

To use the Mobile Application Wizard, the user must have permission to the “Mobile app setup” (CanManageMobileApplication) system operation.

Workplace setup

Opens the page where you can set up the structure of workplaces to be available on the side panel. Read more >>> 

To access the workplac setup page, the user must have permission to the “Access to workplace setup” (CanManageWorkplaceSettings) system operation.

Logo customization

Opens the page that allows you to change the logos displayed in the application. Read more >>> 

You can customize the logo only if you have permission to perform the "Logo customization changes" (CanManageLogo) system operation.

Color customization

Opens a separate page that enables you to change the color of the side panel. Read more >>> 

You can customize the color only if you have the right to perform the "Access to color customization" system operation (CanManageSectionPanelColorSettings).

Advanced settings

Opens a separate workplace containing a set of developer tools to configure Creatio.

To access this section, the user must have permission to the “Access to "Configuration" section” (CanManageSolution) system operation.