SalesTown CRM provides advanced security features like IP Lock and Auto Logout to ensure the safety and security of your data. These features help in controlling access to the CRM and prevent unauthorized use.
๐ถIP Lock
IP Lock is a security feature that restricts access to the CRM system based on specific IP addresses. This ensures that only users from approved locations can access the CRM, adding an extra layer of security.
Step-by-Step Guide to Set an IP Lock
1. Navigate to IP Lock Settings
- From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
- Click on Settings to open the settings page.
- In the settings page, find and click on the Tools< IP Lock option.
- This will open the IP Lock setting window.
2. Adding Allowed IP Addresses
- Enter the IP addresses that are allowed to access the CRM. You can add multiple IP addresses entering them one by one.
- After entering the IP addresses, click on the Save button to apply the settings.
3. Enforcement
- Restricted Access: Users attempting to log in from an IP address not listed will be denied access.
- Notification: Users will receive a notification stating that their IP is not allowed.
Benefits of IP Lock:
- Enhanced Security: Prevents unauthorized access from unknown locations.
- Controlled Access: Limits access to trusted networks, reducing the risk of data breaches.
๐ถAuto Logout
Auto Logout is a feature that automatically logs users out of the CRM after a period of inactivity. This helps in protecting sensitive information in case a user forgets to log out or leaves their device unattended.
Step-by-Step Guide to Set an Auto Logout Time
1. Navigate to Auto Logout Settings
- From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
- Click on Settings to open the settings page.
- In the settings page, find and click on the Tools< Auto Logout Settings option.
- This will open the Auto Logout setting window.
2. Configuring Inactivity Period
- Define the period of inactivity (in minutes) by clicking on the edit icon, after which users will be automatically logged out. For example, you can set the duration to 15 minutes.
- Click on the Save button to apply the changes.
Benefits of Auto Logout:
- Increased Security: Prevents unauthorized access to the CRM if a user forgets to log out.
- Data Protection: Ensures that sensitive information is not exposed due to unattended sessions.
Technical Problems:
Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.