User Management

A User is an assigned member with specific roles and permissions to manage tasks, records, and collaborations. Each user has defined profile details, role-based access, and activity tracking, to ensure seamless workflows and structured management.

Add User

1. Navigate to Admin Settings and select User under Users & Permissions to access the user setup page.

2. Click + User button at the top right to open the Add User drawer.

3. Enter the required user details.

4. Click Save to add the user.

5. An email invitation will be sent to the user to join the system.

Note:

The user invitation is valid for 24 hours. If it expires, the user can click Reinvite to receive a new invitation.

6. The user must open the email and click Join Now.

7. The login page appears, prompting the user to set a preferred password.

8. Once the password is set, the user is logged into the CRM.

Note:

Once a user is added, deletion is not possible. However, the user can be deactivated if needed.

User List View

1. The user list displays essential details for each user in the system.

Field	Description
User Name	Displays the user’s name
Email	Registered email address for the user
Status	Indicates whether the user is Active, Deactivated, or Invited.
Role	Indicates the assigned role of the user
Reporting Manager	Shows the assigned reporting manager (not applicable for the admin user)
Last Login Time	Displays the most recent login time of the user

2. Click the All Users dropdown to filter users by Active, Deactivated, or Invited status.

• Active displays users who have access to the system.

• Deactivated displays users who no longer have access.

• Invited displays users invited via email but not yet joined.

3. Click the column headers to sort users in ascending or descending order.

4. Click the Ellipsis menu (three dots) next to a user to access additional actions.

• Email – Sends and email to the selected user.

• Edit User – Modifies user details such as name, role, or assigned reporting manager.

• Transfer Data – Moves all records assigned to the selected user to another user.

• Deactivate User – Restricts the user from accessing the system. When a user is deactivated, records must be reassigned to another user; otherwise, they will remain under the deactivated user.

Note:

Only Admin users can transfer or deactivate users. These actions are not allowed for Admin users themselves.

5. Select multiple users using the checkboxes to enable bulk actions. Click the available bulk actions:

• Activate/Deactivate - Enable or disable user access as needed. Users cannot be activated if both invited and active users are selected together.

• Update Field - Modify specific fields for multiple users at once.

Note:

Note: The Update Field option is not available for the Admin user.

6. Click any user to open the User Detail Page.

7. Access user details, including User Profile, Email, Phone, Pipeline, Territories, Reporting Manager, Teams, Last Login, and Roles.

8. View the Audit Log to track all activities performed by the user.

9. Click the Activities tab to monitor all user actions and interactions within the system.

Note:

In user detail page, you can update all user details except the email address.