Administration Guide
Setup, configure, and manage your HotCRM platform.
Administration Guide
Welcome, System Administrator. This section provides everything you need to set up, configure, and maintain your HotCRM environment.
Administration Topics
settings
Setup & Configuration
Initial setup, environment configuration, and system preferences.
shield
Security
Authentication, authorization, roles, and data protection policies.
database
Data Management
Data import/export, backup strategies, and data quality management.
users
Users & Permissions
User provisioning, role hierarchies, profiles, and permission sets.
Quick Links
- Platform Architecture — Understand how the ObjectStack engine works under the hood.
- Security Protocol — Deep dive into the security model.
- Editions & Licensing — Compare HotCRM editions and plan features.