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 the Dashboard, using the Welcome Widget by clicking on Invite your team.
- Enter Last Name, First Name, and Email of the proposed user
- Click on Invite.
In case you have removed the welcome widget, you can follow the below steps to Add User from the Setup
To add a user:
- Navigate to the Profile Icon in the top right corner.
- Go to Setup
- Head over to the Users & Permissions section
- Click on the Users
- Click on +User
- Fill in the requisite details
- Enter the desired Profile & Role
- Click on Save
NOTE: You can also set Email Signature and Restrict the user login to a specific IP / Network.
To edit a user:
- Navigate to the Profile Icon in the top right corner.
- Go to Setup
- Head over to the Users & Permissions section
- Click on the Users
- Hover over the user's name and click on "View" under Actions.
- Hit the Edit button to Edit /update the record from the top right of the screen.
To delete a user:
- Navigate to the Profile Icon in the top right corner.
- Go to Setup
- Head over to the Users & Permissions section
- Click on the Users
- Hover over the user's name and click on "View" under Actions
- Click on the "Delete" option from the top right.
- The user can not be deleted if they have records associated with their account.
Note:
- Only users with an 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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