Company admin
People, roles, settings, integrations and security for Owners and Company admins.
35 articles
- Set up your company with the setup wizardSeven short steps, one after the other: company info, modules, brands, pipelines, team, inboxes and channels, and going live.OwnerCompany admin
- Invite people and choose a roleSend an invite link, pick the right role for each person, and make someone a Department manager after they join.OwnerCompany admin
- Change someone's roleSwitch a person between Member, Department manager and HR in Organization, and what changes for them.OwnerCompany admin
- Suspend, offboard or remove someonePause someone's access, end it for good when they leave, or remove them and hand their open work to a teammate. Which option fits when.OwnerCompany admin
- Decide who gets CRM accessGive whole departments access to Leads, Contacts and Deals, add or remove single people, and understand which rule wins.OwnerCompany admin
- Choose who answers WhatsApp, Instagram and FacebookGive colleagues access to customer chats on WhatsApp, Instagram and Facebook, one by one or in bulk, and what channel agents can then see.OwnerCompany admin
- Connect WhatsApp BusinessConnect your company's WhatsApp Business number through your own Meta app, choose who answers, set an automatic reply and load approved templates.OwnerCompany admin
- Connect Instagram and FacebookConnect your Instagram professional account and Facebook Page through your own Meta app so direct messages and Messenger chats arrive in Dromix.OwnerCompany admin
- Set up email: Gmail, Outlook, other servers and team inboxesTurn on email, connect Gmail with an app password, Hotmail and Outlook with a Microsoft app or any IMAP/SMTP server, and share team inboxes with chosen people.OwnerCompany admin
- Set up calendars: Google and MicrosoftTurn on Calendar so everyone gets event reminders as a Dromix chat. Google connects through Dromix by default; your own Google app is optional.OwnerCompany admin
- Departments, titles and who reports to whomSet up groups, departments and job titles in the Catalog, place people in them and decide who approves their requests with Reports to.OwnerCompany admin
- Turn modules on or offSwitch on Calendar, WhatsApp, Instagram, Facebook, Email and the time clock for your company, and choose who uses them.OwnerCompany admin
- Set who someone reports toChoose the person who approves someone's requests first, see what happens when that person is away or leaves, and update many people at once.OwnerCompany admin
- Time clock and location settingWhat switching the time clock on or off changes for your team, when Dromix asks for location, who sees it, and what to tell your team first.OwnerCompany admin
- Meeting settings: microphone filter, recordings and sizeFilter background voices from meeting and call microphones, choose recording quality, layout and how long recordings are kept, and limit meeting size.OwnerCompany admin
- Hair transplant and aesthetics pipeline templateA ready pipeline for clinics: inquiry, photos, doctor review, quote with deposit, follow-ups, plus a linked Patient journey pipeline.OwnerCompany admin
- Pipeline access, photo access and team rolesLimit a pipeline to chosen members or departments, show deal photos only to one team role, and tag members with roles such as doctor.OwnerCompany admin
- Set up pipelines and stagesCreate sales pipelines, name and order their stages, set win probabilities, choose the default pipeline and automate each stage with rules.OwnerCompany admin
- Set up lost reasonsChoose the reasons people pick when a deal is lost, require a reason or a note, and retire reasons you no longer use without losing history.OwnerCompany admin
- Lead settingsHand out new leads automatically per channel or country, set a first-reply target with escalation, block senders and choose how long dismissed leads are kept.OwnerCompany admin
- Sales flow and bookingSet up the 7-step sales flow with its ready rules, and set the rules for discounts, proposals, contracts and the customer booking page.OwnerCompany admin
- ProductsKeep the products your company sells, with price, tax, types, custom fields and variants, so proposals, contracts and invoices pick their lines from one list.OwnerCompany admin
- Connect Stripe and take paymentsConnect your own Stripe account with Test and Live keys so customers can pay proposals and invoices online, and Dromix marks them paid.OwnerCompany admin
- Company settingsFill in your company profile, legal and privacy details and bank account, and find the right Settings tab for files, meetings and more.OwnerCompany admin
- Files and retentionChoose how long chat messages and files are kept, the largest file people can upload, and which file types are blocked.OwnerCompany admin
- Currencies and exchange ratesChoose your base currency, let Dromix update exchange rates daily from the ECB or enter them by hand, and see how totals in mixed currencies are shown.OwnerCompany admin
- Notifications and dashboardSet overnight quiet hours for push and desktop alerts, the company timezone, and whether the dashboard shows the top performer card.OwnerCompany admin
- Logo, email signature and brand colorUpload your company logo, set up the email signature everyone sends with, and on Business and Enterprise use your own brand color.OwnerCompany admin
- Sign-in securityLimit invites to your email domains, set how long sign-ins last, require two-step verification, allow QR code sign-in and restrict sign-in to office networks.OwnerCompany admin
- Check the audit logSee who signed in, invited people, changed roles or access, downloaded backups or exported data, with the time and IP address of each action.OwnerCompany admin
- Handle GDPR requestsWork through data protection requests from customers and staff, find everything stored about one person, export it, or erase it for good.OwnerCompany admin
- Check the email logSee every email Dromix sent, from inboxes, stage automations and system emails, whether the mail server accepted it, and why a send failed or bounced.OwnerCompany admin
- Update DromixSee which Dromix version your server runs, start an update to the latest stable release, follow its progress and know what happens if it fails.OwnerCompany admin
- Your license and seatsCheck your Dromix plan, how many seats are used, when the license runs out and what happens when the seat limit is reached.OwnerCompany admin
- Download a backupAs Owner, see the server's backups, create one now, download an encrypted copy safely and delete backups you no longer need.Owner