User dictionaries are used to group users together for customisation purposes. Dictionaries do not necessarily relate to the departments or roles that a user does but is more about what they should see and the experience they will have in the CRM. All customisations (fields, layouts, text etc.) are configured on a per-dictionary basis.
To configure your User Dictionaries you will require Prospect 365 Administrator rights, if you require these then please speak to your key CRM user or our Customer Services Team.
To edit your User Dictionaries, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the General section & scroll down until you reach the User Dictionaries configure option.
By selecting the 'Click to Configure' link the Configure User Dictionaries window will open. Within this window all of your current User Dictionaries will be listed. To add a new one click on the + icon in the top right-hand corner.
You can then give your new User Dictionary a description & unique code. For example Management with a unique code of MAN. Click create once happy with the information entered & your new User Dictionary will be available.
To assign users to this User Dictionary navigate to the User Administration section via https://admin.prospect365.com/Users/Index.aspx. Once open click on the user that you wish to add to the User Dictionary.
Scroll down the page until you reach the Per-Profile Access & Permissions section. Within here you have a drop-down for Customisations Dictionary, where you can select the required Dictionary.