基本设置

1 分钟读取更新 September 2, 2026

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在本节中

Custom Labels ExplainedSeveral terms KamoCRM uses generically — "Branch," "Member," "Team Member" — can be relabeled per organization to match your own vocabulary. This isn't cosmetic-only text replacement in one spot; the relabeled terms are…Security Roles ExplainedThis closes a question deferred from the CRM documentation: "How do I control which users can see which leads (RBAC/territory)?" There's no territory concept anywhere in the product — visibility is entirely…How to Assign a Role to a MemberNote: this doesn't happen from Security Roles, Departments, or Job Titles — role assignment to an actual person is done on that person's own member settings page. Give a specific team member one or more roles, and…How to Configure Organization-Wide SettingsNote: the Age Requirement and Content Flag (alcohol/tobacco/firearms) fields are conditionally shown based on your organization's applied Security Model (a platform/account-level concept, set on Branch Types). Most…How to Rename Branches, Members and Team MembersReplace KamoCRM's generic "Branch," "Member," and "Team Member" terminology with your own organization's vocabulary. See What is custom labeling? for how these terms propagate through the product. Before you start The…How to Update Your Company Profile and BrandingUpdate your organization's basic company details, logos and colors, background images, contact info, and social links. These are five independent cards on the same tab — each edits and saves separately. Before you start…How to Create and Manage DepartmentsBuild out your organization's department structure, and optionally grant departments their own roles or rights on top of what their members' roles already give them. Before you start The Configure System right. Steps 1.…How to Create and Manage Job TitlesNote: unlike Departments, Job Titles are flat — there's no nesting or hierarchy between them. A member can have one Department and one Job Title; both independently contribute rights on top of their role(s), they aren't…How to Create and Manage Security RolesNote: the built-in help tip mentioning an "Everyone" role is stale — no such role exists by default; the three seeded roles are Members, Team Members, and Administrator (Full Access). Create a role, or adjust an…How to Add a Member or Team MemberAdding one person to your organization. If you're adding several, How to Add People in Bulk from a File is faster and uses the same underlying process. Before you start Decide two things first: Which kind of person this…How to Add People in Bulk from a FileAdding many people at once from a spreadsheet, instead of one at a time. This runs through exactly the same creation process as adding somebody by hand — same validation, same invitation, same rules — so anything that…

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AI 设置

你们的AI使用什么,它允许做什么,它的成本是什么. 这是管理员的AI助手的一面——日常的一面被记载在那里. 连接AI AI 供应商解释:什么是供应商,为什么你可能使用不止一个供应商如何添加人工智能提供者——连接一个如何配置一般 AI 设置 — 助理在其中工作的默认指令控制它能做什么 AI 安全模式解释——框架如何创建AI访问政策——限制助理可以问什么以及由谁问值得考虑一下…

安全和出入

控制谁可以到达你的组织的数据, 从哪里, 以及当他们得到记录。限制进入 Access Blocks 解释——这个想法如何管理访问区块和地理锁定——允许具体地址、封锁其他地址和按国家加以限制检测规则解释和如何配置检测规则——对看起来错误的行为的自动响应看发生了什么如何审查系统访问日志——登录,以及所达到的目标 API 密钥如何管理公共 API 密钥——用于连接您的系统到 KamoCRM 将密钥当作密码处理。…

账户、应用程序和佣金

组织自己的账户:你使用的是KamoCRM的哪些部分,它的成本是什么,以及——如果你支付承包商,如何得到资金。应用程序和特征控制您可以打开的应用程序你期待的应用为何不在名单上? 如何打开 Apps 和 Features 打开或关闭——为您的组织切换部分产品关闭的东西隐藏在每个人。它不删除任何东西, 所以切换回来带回数据。使用和费用如何审查你的使用、储存和计费——座位、储存以及各自的贡献安保模式安全模式和分支类型——概念…

网络和组织

一些企业是一个组织。另一些公司是其中的一个集团——拥有分公司的特许经营权、拥有子公司的控股公司、拥有独立办事处的经纪公司。卡莫CRM处理两者。你会在这里找到的你们的网络及其分支——组织如何相互联系,上级组织能看到什么,看不到什么如何创建一个新组织——在您的网络中添加一个如何浏览和切换组织——在它们之间移动一个网络给你什么独立的组织保存单独的数据。一个分支的线索,文件和客户属于该分支,而不是集团.…

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在本节中

相关条款

AI 设置

安全和出入

账户、应用程序和佣金

网络和组织