User
Personalize your experience and access user-specific features in SeeRM.
Overview
User settings contain all user-level options and personal tools in SeeRM.
They are accessed from the user icon in the top-right corner:
Clicking it opens a menu with several options.
Settings Menu
From the settings menu, you can access:
- Wiki - Internal documentation and information
- Releases - A changelog showing what is new in each SeeRM version
- Activity - A list of your recent actions in SeeRM, useful for finding customers or orders you worked on earlier
- Leads - Your personal lead board showing the leads you are assigned to or own
- Settings - Your main user settings
- Sign out - Log out of SeeRM
Leads
The Leads option opens your personal lead board.
This board shows:
- Leads where you are assigned
- Leads where you are the owner
The board is shown as a kanban view where leads are grouped by status in the order configured under Admin → Leads → Statuses.
From here you can:
- Move leads between statuses
- Get an overview of your own pipeline
- Click a lead to open the detailed lead view
User Settings
Inside Settings, you will find several sections that let you personalize how SeeRM works for you.
General Settings
Under Settings, you can control things like:
- Notification preferences
- How dates and time are displayed
- Whether weekends should be shown in calendar views
- Table size and layout preferences
These options allow you to tailor the experience to how you work.
Calendar
The Calendar section shows a personal calendar view for you as a user.
- Monthly view by default (weekly view is optional)
- Shows orders booked on you
- Includes other calendar events such as vacation, sick leave, or notes
This view focuses only on your own schedule.
Quick Actions
Quick Actions are personal shortcuts and automations that help you work faster.
You can read more about Quick Actions
Templates
Templates allow you to create reusable messages for email and SMS.
You can read more about Templates