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Managing Users |
Here you can create, edit and delete users for the CRM System.
After a user has been created, roles can be assigned to the user which, in turn, grants them specific access rights.
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Create a New User
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To create a new User:
1. Go to the Administration tab and click Add New User under User & Role. Alternatively, you can click Add New from the Users listing page.
2. The Add a new User screen is displayed. Here, you may insert all the relevant details for the user.
The following table provides you with more information on the available fields:
3. After you have entered all the necessary information, click Save. The System will record the Created By and Last Revised By dates.
4. The Roles table will become available below for you to select the roles in which this user is assigned.
5. After you have selected the relevant access rights, click Save changes.
6. Finally, click Save to complete the creation of this user.
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To edit a User:
1. Go to the Administration tab and click Users under User & Role.
2. The Users listing page is displayed. Choose the User you would like to edit, and click on the link under the User Name column.
3. The user's Details screen is displayed. Click Edit.
4. The Edit User screen is displayed. Here, you may edit the user's details as necessary.
5. After you have made the changes, click Save.
Note: If you have made any changes in the Roles table, click Save changes above the table header before clicking Save.
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To edit a User:
1. Go to the Administration tab and click Users under User & Role.
2. The Users listing page is displayed. Choose the User you would like to delete, and click on the link under the User Name column.
3. The user's Details screen is displayed. Click Delete.
4. Click OK to confirm.
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