Shape supports Single Sign-On (SSO) with Google and Microsoft accounts, giving users the option to sign in to Shape using the same account they already use for Google Workspace, Gmail, Microsoft 365, Outlook, or Microsoft Entra ID. Once SSO is connected, users can select Sign in with Google or Sign in with Microsoft from the […]
Managing a team in Shape involves more than looking at sales results. Managers often need to understand whether users are logging in, receiving leads, making calls, responding to opportunities, participating in Shark Tanks, and staying available for the work being assigned to them. Shape includes several user and activity reports that give managers visibility into […]
Learn how Shape’s automatic logout works, why sessions expire after inactivity, and how to avoid losing unsaved work. Automatic Logout To help protect your organization’s data and maintain account security, Shape signs users out after an extended period of inactivity. This timeout helps prevent unauthorized access if a computer is left unattended or a browser […]
There are very small differences between deleted and inactive users in Shape Software. Deleted users are removed entirely from your system. Inactive/disabled users (a user with an “Inactive” status) remain in the list of users in case you would like to re-activate them at some time in the future. Disabled users essentially have no access […]
Centralized Oversight With Branch-Level Flexibility As organizations grow, their operational needs often become more complex. One branch may specialize in a different product or market than another. An insurance agency may have separate offices dedicated to different lines of business. A mortgage company may have branches with their own branding, lead sources, marketing strategies, phone […]
Assigning Records Manually There are multiple ways to assign users to records in Shape Software. In Shape, multiple users can be assigned to records as long as the users are within different departments. Here’s a few ways to assign records within Shape: Manual one-by-one user assignment Manual bulk assignment Record Pool user “claim” assignment method […]
IP Whitelisting for User Roles You have the ability to manage access to your system by configuring IP whitelisting, which restricts Shape’s access to specific IP addresses. This security feature allows you to define which user roles can access your system based on their location. By implementing IP whitelisting, you can ensure that only authorized […]
Learn how to use User Availability Controls in Shape Software to manage Lead Availability and Call Availability, control lead assignments and inbound calls, understand availability indicators, and configure user permissions. User Availability Controls in Shape Software User Availability Controls help administrators and users manage when team members are available to receive new leads and phone […]
Setting up your User Profile There are 5 tabs to configure in the user profile settings. Each user must configure their user profile settings. Personal Information Tab Update your Contact Information Enter in basic profile and contact information for yourself, your team, and any location and licensing information as needed. Upload your profile picture Your […]
Managing User Notification Settings in your User Profile Shape Software CRM includes a set of default notification preferences that each user can receive. This guide covers how to adjust the default notification settings by by changing preferences in the user profile page. These changes in each user profile are unique to each user, they are […]
Role Permissions give administrators control over what each user role can see, access, edit, and do throughout Shape. Instead of configuring permissions one user at a time, permissions are assigned by role. When you update a permission for a role, the change applies to users assigned to that role. For example, you can use Role […]
How are Teams Utilized in Shape? A team can be a group of users that can be added from any department and consist of users with any permission. Teams are used to manage and track productivity among a group of people. Creating and assigning teams to managers also allows managers to track productivity amongst the […]
Adding Users to Shape To involve your team in Shape Software, easily invite them by adding them as users to your account. Access the “Manage Users” settings page by clicking on the gear icon for “Settings” in the top right corner of your screen. Note: Note: Managing users is limited to upper role permissions. Regular […]
Record Assignment Permissions by User Role The Record Assignment Permissions settings page within Shape allows you to choose which user roles have permissions to assign and re-assign records to users in Shape. 1. Got to Settings > Record Assignment Permissions Start by clicking “Settings” in the top navigation bar and selecting the “User & Permissions” […]
What is Two Factor Authentication Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password. In Shape you have the option of receiving a unique, time sensitive security code to your mobile phone or your email. By requiring two forms of authentication, […]
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers and basic users can see in their “Reports” section. Utilize the check boxes on this page to determine what User roles (user, manager, director, admin, portal user, partner user, and […]
Adjusting Record Visibility for your Users Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don’t need to see. Define how user roles within your system are able to view records based on […]
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