Administrar usuarios
Crea usuarios, asígnalos a cuentas y configura los permisos para el acceso a Business App.
Crea usuarios, asígnalos a cuentas y configura los permisos para el acceso a Business App.
Learn how to use the Create a user from a contact action to create a Business App user from an existing CRM contact.
Learn how to use the Get my team member action to retrieve a specific team member for use in later automation steps.
Learn how to use the Modify custom user data action to write or update custom data fields on a user.
Learn how to use the Notify all account users action to send in-app and email notifications to every user on the account.
Aprende qué contiene el correo de bienvenida de Business App, qué se puede personalizar y cómo usar las Campañas de marketing como solución recomendada para contenido de incorporación personalizado.
Learn how to use the Send an email to users action to send a one-off email to all users on an account.
Start an automation whenever a user logs into or becomes active in Business App.
Start an automation whenever a user is added to an account in Partner Center.
Start an automation whenever a user sends a message or question through Business App.
Start an automation whenever a user completes email verification for their Business App account.
Guía completa para gestionar usuarios, grupos, notificaciones y permisos para la colaboración en equipo en Task Manager.