Users are individuals who have specific logins and passwords and a set of attached privileges at various access levels. A user is one who manages records, their own or those shared by other users, within the organization.
How to Invite Teammates
You can Invite your Teammates from Dashboard, by clicking on Invite Teammate widget
- Fill in the information - Last Name, First Name, and Email of the proposed user
- In case you have removed the widget, you can follow below steps to Add User from Setup
To add a user:
- Go to Setup
- Users & Permissions
- Click Users
- + Add New Users
- Fill in the requisite details
- Associate it with the desired Profile & Role
- Save
You can also set Email Signature, Restrict the user login to a specific IP / Network. Users can also be added via Invite User from the dashboard.
To edit a user:
- Go to Setup > Users & Permissions > Users
- Click on the User you wish to Edit
- Hit the Edit button to Edit the complete record OR
- Inline edit the requisite field
To delete a user:
- Go to Setup
- Users & Permissions
- Users
- Click on the User you wish to delete
- Hit the delete button to delete the user
- The user cannot be deleted if it is associated with any records in the system
Note:
- Only users with Admin Profile will be able to perform this operation.
- Profiles and Roles should be defined prior to adding a user.
- Users remain "Unconfirmed" until they have confirmed their email id.
- The user can be Deactivated once they are not required to use the CRM.
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