User Management

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

1. Creating Users

To create a new user, follow these steps:

Step 1

Click on the "Create User" button.

Step 2

1. Fill in the necessary information for the new user:

   • Name

   • Email

2. Please note that the email address must be unique and not already associated with an existing user.

   

Step 3

1. Choose the appropriate User Role for the new user from the available options.

2. If applicable, select the immediate supervisor or manager for this user from the provided list.

   

Step 4

1. Set a secure password for the user and confirm it by typing it again.

2. Optionally, you can select the "Force User to Update Password" option if you want the user to change their password upon their first login to the CRM Backoffice Portal.

3. If you wish, you can check the "Send notification to back office user" box to send an email notification to the user with their account credentials.

4. Finally, click on the "Create User" button to create the new user account.