ShareCRM is a core application within ShareCRM’s product suite. To obtain a ShareCRM account, first register your company account with ShareCRM, then add the “CRM” application.

1. Register a ShareCRM Company Account

• Please register a company account on the ShareCRM website. Register a new company
• If your company already has a ShareCRM account or you already have a ShareCRM account, log in directly. Log in to ShareCRM

2. Configure the Org Structure

To manage employees effectively, maintain your organization structure under Management - Departments & Employees.

• Company-wide (top-level): This is the root node of the org structure and represents all Departments in the company. The default name is “Company-wide” and you may rename it.
• Dept.: Create Departments under the Company-wide node. To manage employees and view data in ShareCRM properly, pay special attention to the Parent Dept. and Dept. Manager:
  • Parent Dept.: Every Dept. has a Parent Dept. In ShareCRM, the Dept. Manager of a Parent Dept. can view all data of its child Depts. Under CRM - CRM Admin - Rule Settings - Basic Settings you can configure the “Parent visibility scope” to either Direct Child Data or All Descendant Data.
    • All Descendant Data: allows drilling down to data from all sub-departments.
    • Direct Child Data: allows access only to data from the immediate child departments.
  • Dept. Manager: Assign a Dept. Manager so workflows and Business Process approvals can route to the manager of the user’s Dept. (The “supervisor” in approval flows refers to the Dept. Manager of the relevant Dept.)
• Parent Dept.: See Parent Dept. above—reiterates that a Parent Dept.’s Dept. Manager can view child Dept. data, and the visibility scope is configurable as All Descendant Data or Direct Child Data in CRM - CRM Admin - Rule Settings - Basic Settings.
• All Descendant Data: Allows drilling into data for all nested sub-departments.
• Direct Child Data: Allows access only to the immediate child department level.
• Dept. Manager: Configure the Dept. Manager to enable upstream approvals in approval flows or Business Process management; “upstream” refers to the Dept. Manager of the user’s Dept.

3. Add ShareCRM Users (Employees)

Add and maintain employees under Management - Departments & Employees.

• Create a new employee. When entering employee information, pay attention to:
  • Primary Dept.: The employee’s single Primary Dept. only one Primary Dept. can be assigned. In approval flows or Business Processes, you can select the Primary Dept.’s Dept. Manager to approve.
  • Reporting Manager: Defaults to the Primary Dept.’s Dept. Manager but can be changed. In ShareCRM’s data permissions, “supervisor” refers to the Reporting Manager. For example, the filter Responsible by My Subordinates for Accounts returns Account records whose Account Owner’s Reporting Manager is the current user.
• Primary Dept.: The user’s single Primary Dept. used for selecting the Dept. Manager in approval or Business Process routing.
• Reporting Manager: Defaults to the Primary Dept.’s Dept. Manager and can be modified. In ShareCRM’s data permissions, the term “supervisor” refers to the Reporting Manager. For example, Responsible by My Subordinates for Accounts identifies Account records where the Account Owner’s Reporting Manager equals the current user.

4. Add the CRM Application and CRM Accounts

ShareCRM’s CRM is a paid core application. After your company purchases the CRM application, perform the following steps.

1. System Administrator adds the “CRM” application in App Management;
2. Add CRM Administrators within the CRM application;
3. CRM Administrators assign Roles to employees who need CRM access under CRM - CRM Admin - Permission Management. Users assigned CRM-related Roles become CRM users and will see the top-level “CRM” tab.
4. Note: The ability to add the “CRM” application and the number of CRM users you can create depend on your purchased license.