Rate AI - Admin Features

Advanced Reporting

• Datamart

API

• REST API

Company, User and Group settings

• Manage Users
• Updating Groups
• Role Based Access Control (RBAC)
• New User Teams Structure.
• Adding and updating users
• Company Settings

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Importing Data

• Activity Import
• Archiving Records via Import
• Inserting new records

Integrations

• Integration with Slack
• Scheduled Imports and Exports

Records

• Creating Record Templates
• Creation Layout
• Log Activities Using Email
• Record Fields
• Record Layout
• Related Records

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