User Dictionaries are used to group users together for customisation purposes. Dictionaries do not necessarily relate to the department the user is in, or the role they have in your business, but is more about what they should see and the experience they should have when using the CRM.
All customisations (Fields, Layouts, Text etc.) are configured on a per-dictionary basis.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your User Dictionaries, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to General in Settings
Once within the Settings Centre, navigate to the General page and scroll down until you reach the User Dictionaries configure option.
Step 3: Adding a New User Dictionary
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 plus icon in the top right-hand corner.
Step 4: Add a Description
You can then give your new User Dictionary a Description and a unique Dictionary Code. For example, the Description could be 'Management' with a unique code of 'MAN'. Click 'Create' once happy with the information entered and your new User Dictionary will be available.
Step 5: Assign Users to User Dictionary
To assign users to this User Dictionary, navigate to the User section of the Admin Portal via this link. 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. Here, you'll see a drop-down for 'Customisations Dictionary', where you can select the required Dictionary to assign this user to.