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Configuring your Customisation Dictionaries
Configuring your Customisation Dictionaries

This article outlines how to configure your User Dictionaries within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customisation 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 settings drop down on the left hand menu, then select System Settings.

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 User Management in the CRM. Once open, click on the User that you wish to add to the User Dictionary. Then select Manage User Settings for the correct Workspace.

Open the Permissions page for that user and select the Customisation Dictionary you need from the dropdown.

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