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The 411 on Creatio's User Management and Permissions

Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.

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Creatio user management and permissions
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How to Integrate Built-in System Processes into a Custom Creatio Business Process

When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…

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built-in
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Build Powerful Content: Use Creatio's Email Templates

Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.

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Creatio email templates
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Creatio's Process Designer: Defined

Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…

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Creatio process designer
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How to Summarize Data in Creatio Charts by Calendar Quarter

Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…

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summarize data by date
Blog

How to do ESQ Subquery Filtering in Creatio Based on a Child Object

Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…

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filtering data
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How to Add a Primary Contact Module to a Custom Account Page in Creatio

Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.

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Creatio Primary Contact Module
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How to Create In-App Notifications in Creatio

Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…

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Creatio In-App Notification
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Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email

SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.

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SugarCloud managed storage
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How to Enable Creatio IP Address Restrictions

Most businesses allow their users to access their Creatio site from anywhere, but some organizations need a more secure site that can only be accessed from their office (or via VPN) by some or all of their users. In this scenario, you can use the Creatio IP Address Restriction features to limit…

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IP address restriction
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How to Scan Business Cards with the Creatio App

While electronic business cards are slowly replacing paper ones, plenty of people are still using traditional business cards. Did you know that with a little setup you can scan business cards in the Creatio mobile app?

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business card
Blog

Importing Users to Creatio & Solving an Interesting Password Issue

If you’re launching a new Creatio instance, you will most likely need to set up or load a fairly large list of users. Since most of the basic data of a user is usually available in some sort of spreadsheet, it makes sense to export the list from one of your existing systems and then bulk import…

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importing users
Video

Printable Forms in Creatio: Online User Group

In this online user group, our experts explain printable forms in all their glory! What applications do they have in Creatio? How do you set them up? What kinds of add-ons are available to enhance their uses? Check out the recording to find out the answers...

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How to Use CRM Automation to Free up More Time

A CRM system is great for organizing information and facilitating quick data analysis; but its automation capabilities also can help free up more time in your workday. Check out these seven tips for using CRM automation to free up more time.

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free time CRM
Video

Creatio Business Rules: Dependently Required Fields

In this Creatio user group segment, Megan explains how to use the business rule for dependently required fields in Creatio. These business rules allow the user to define a logic to make fields required only when necessary. Megan demos an example.

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