User Management

As with any software, user management plays a critical role in providing authorization and authentication for the users of the software.

Please note this section is only available to the users with role of Owner.

To navigate to the user management page, scroll to the bottom on the left navigation menu and click on the Users.

On this page there are several actions you can perform including the following :

1. Add New User.

2. Update Existing User.

3. Delete User.

4. Change User Role.

Steps to add a new user

To add a new user, click on the Add User button on the top right. Once the modal opens, fill in the necessary details.

Here ROLE determines the level of access of the software. Staff Role has the least access to the software. Manager has almost similar access to the Owner except for few permissions such as User Management.

AUTO ASSIGN determines whether the user should be automatically assigned the lead within the system (if Lead Assignment Strategy is turned on).

Communication Email, Phone No & TimeZone are used to notify the user about the Task, Appointment or Scheduling a Report.

Click on Save button once all the required information is filled.

Steps to update an existing user

To edit an existing user, click on the Edit button in the Action column. Once the modal opens, you can change the user information such as Name, Communication Email etc. Click on Save once the changes are done.

Critical Information such as Login Email, Password and Role cannot be changed in this section.

Steps to delete a user

To delete a user, click on Delete button in the Action column. And once the modal is open, click on I Confirm. This will remove the user from the software.

Steps to change user role

To change user role, click on Change Role button from the actions column. Select the Role from the Roles dropdown list. Click on Save once done.

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