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Activate & Deactivate a custom Lead fields
Overview This article guides you through the simple process of enabling (activating) or disabling (deactivating) a custom field within the Lead Fields module. Controlling a field's status ensures that only necessary data points are active in your ...
Getting Started- Manage Custom User Fields
Introduction Custom User Fields are available to admins within the User Access Control section of Meritto. These fields help you capture institution-specific details about users that are not part of the default profile. Common examples of custom ...
Introducing WhatsApp Flows
What are WhatsApp Flows? WhatsApp Flows is a way to build structured interactions for messaging your prospective students. Using WhatsApp Flows, you can define, configure, and customize messages with rich interactions that give your students a better ...
Show Data Permission
Overview Managing visibility of leads and applications is essential for ensuring data is accessed only by relevant users. Within the User Manager, the "Show Data" dropdown under the Client-Specific Information section allows administrators to control ...
Configuring Two-Factor Authentication (2FA) / Multi-Factor Authentication (MFA)
Overview Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) is a security feature that requires two distinct authentication methods to verify a user’s identity. It provides an additional layer of security beyond passwords, ...
User Management and Team Hierarchy
Overview User Management and Team Hierarchy enables efficient workforce organization and access control. Role-Based Access: Manage user permissions to ensure secure data access. Team Structuring: Define hierarchies for clear roles and ...
How to Create/Edit Team?
Overview Creating and Editing Teams in the education CRM enables efficient team management for better collaboration and data sharing. Team Formation: Set up new teams to streamline operations. Edit & Update: Modify existing teams as needed for ...
All about Viewing Teams and Hierarchy
Overview Viewing Teams and Hierarchy enables efficient team management by organizing users into groups with defined permissions. Team Structure: Groups users based on location, hierarchy, or reporting needs. Access Control: Data visibility is managed ...
Assigning Permission to a User
Overview Assigning the correct permissions to users in Meritto ensures they have access to the necessary modules and actions while maintaining system security. This article guides you through the process of assigning and managing permissions for ...
How To View Permission?
Overview Viewing Permissions in Meritto helps manage access control by allowing users to check assigned roles and permissions. Access Overview: View permissions assigned to different users. Role Management: Understand and track role allocations ...
How to View Users?
Overview Viewing Users allows efficient management of user profiles, roles, and permissions for seamless collaboration. User Roles Overview: Includes Admin, Counselor, Agent, and Publisher roles. Role-Based Access: Assign specific roles and ...
Checking Audit Logs (User Activity)
Overview Audit Logs Tracking in Meritto allows administrators to monitor engagement, actions, and interactions within the system. Activity Monitoring: Track user interactions and task completion. Identify Inefficiencies: Analyze workflows to improve ...
Creating New User in Meritto
Overview User Creation in Meritto allows efficient management of user access and interactions within the system. New User Setup: Create user profiles to manage roles and permissions. Access Control: Ensure appropriate access levels for different ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...