Frequently Asked Questions (FAQ) - User

What is the difference between “inherit” and “edit” access?

Inherit Access means that when a user with inherited access to specific features creates another user, the newly generated user will automatically inherit access to those same features.

For example, if User A has inherited access to reports in the CRM system, any user created by A will automatically have access to the reports as well.

However, Edit Access does not automatically pass down. It must be granted manually to each user.

Difference between User Locked and Inactive?

Locked: The user account is temporarily disabled manually by an admin. The user cannot log in until the account is unlocked. This status is typically used when suspicious activity is detected and the account is locked for investigation. It can be reversed by an admin.

Inactive: The user account is deactivated and cannot be used. This status is commonly applied when a staff member leaves the organization or the account is no longer needed.