Managing internal users

CRM users are managed within the 'Users and Settings' area of the system. 

To create a new user once in the 'Users and Settings' area you will see the list of users for your organisation. 

To set up a new user click the create button.   

Using the form enter the details of the new user including the email address as this is used when they login). 

In the Access Rights select what level of access the user should have in relation to the areas of the system. 

Once complete hit save. 

To give the new user access you have two options:

• click send email invitation email button - which will do just that and ask the user to set up a password or

• use the change password option (under the "actions" menu) to set an initial password for the user - see below:

Changing user passwords

To change a user's password access the record through the 'Users and Settings' area and go to 'users'.  Click the action button and click change password.  Enter the new password and click change password again to save it.  You will then need to send the user an email with their new password manually.

Setting default user rights

If you are regularly adding users then you can change the default user permissions so that you dont have to re-create the standard settings every time.   To do this go to the user list via 'Users and Settings' to see a list of users.  In the filter box in the top right-hand corner select inactive users and then within the new list you will see a default user template.  Click on this and edit the access rights to suit your needs. 

These changes will be retained when you create any new users.