How Can I Upgrade My User Profile To Super User Role?

Issue

I am interested in upgrading my CRM user profile role to Super User for enhanced capabilities in the system.

Environment

Kipu CRM, Roles: All Roles, Manage Users

Resolution

Please refer to the guidance below in case you are interested in having your CRM profile updated to the Super User role:

• If you're interested in upgrading your CRM user profile to a Super User role, please reach out to any existing Super Users listed in your CRM user directory. They possess the necessary permissions to facilitate the role upgrade process for you.

Important
If you're unsure about the Super Users currently registered in your Kipu CRM account, please don't hesitate to reach out to [e-mail] for assistance. They'll be happy to help you identify the Super Users associated with your account.

Cause

CRM users may wish to elevate their role to Super User status to access expanded capabilities for managing their Kipu CRM environment. Moreover, in scenarios where a CRM account lacks a Super User, it's highly advisable to have at least one Super User assigned per CRM account to ensure smooth execution of administrative tasks.

Additional Information

• How to Create a CRM User
• User Roles and Security