User Management

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the User Management tab, you have access to a comprehensive overview of all back office user accounts, along with their corresponding details.

1) Organizational Structure

Additionally, you have the ability to view and analyze the organizational structure of your company. This feature provides a visual representation of the hierarchy and relationships between different teams and their respective managers and team members.

You can expand the organizational chart by clicking onto the "+" icon.

2) Filter Function

1. Furthermore, the User Management tab allows you to conveniently filter the user list using various criteria.

   
2. You will be able to filter the user list via the following methods:

   • User ID / Email Address

   • User Role

   • Account Status

   

3) Creating Users

You can create new users by clicking the "Create User" button.

You will be able to assign the user to a specific role and immediate supervisor.

4) Editing Users

You can edit the details of a user by clicking "Edit".

5) Resetting Password for Users

You can also assist users to reset their CRM Back office account password.

6) Disabling Users

You can disable users to prevent them from logging into their accounts.

7) Deleting Users

You can delete users who are no longer required.