Knowledge Base

General

• How do I login into the CRM?
• How to Check current User & Company Info?
• How to change Your OCP CRM Password?
• How to Edit / Update Your Profile?
• How to logout from CRM?

Manage Company & Users

• How to View / Modify Company’s Detail?
• How to add New User in CRM?
• How to view existing CRM Users?
• How to View CRM User’s Detail?
• How to reset a CRM User’s Password?

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Orders

• How to view Order List?
• How to Check Order Status?
• How to Search / Filter order?

Manage Services & Desktop Users

• How to view Service Groups?
• How to search / filter Service Group?
• How to view / reset filter criterias?
• How to manage Services Groups?
• How to search / filter Desktops?

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Desktop and Users

• How to manage Desktop Users?
• How to search / filter Desktop Users?
• How to change Desktop User’s details / permissions?
• How to set / change the password of Desktop users?
• How to Assign / Revoke Desktop User’s Permissions?

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