Navigating Tabs, System Settings & Tile Sharing

Hoicko CRM lets Owners control which tabs appear on the CRM Home screen and share individual dashboard tiles with specific people or teams, using System Settings → Tiles & Groups.

Steps to manage tabs(ownerr only):

1. Click the gear/System Settings icon on the top-right of the CRM screen.
2. Open the Tiles & Groups tab.
3. Select a Business Group (e.g., Leads & Masters, Inquiry to Order, PR to PO, Shipments & Reports, Activities) — the tiles included in that group appear on the right.
4. Click the edit (pencil) icon on any tile to rename it, change its description, path, or icon.
5. Click the share icon on any tile to select specific People or Teams who should see it, then click Save.
6. Use + Add New Tile to create a custom tile pointing to any module.

Key highlights:

• System Settings access is restricted to the account Owner
• Tabs are controlled at the business-group level
• Tiles can be edited (name, description, icon, path) or shared with named people/teams