> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/how-to-setup-your-prop-broker/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/how-to-setup-your-prop-broker/2.-user-and-role-management/user-management.md).

# 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.&#x20;

<figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2F6UqMrVUE16yJuqhQ342J%2Fimage.png?alt=media&amp;token=43303019-cd00-4e69-82db-2f41bd7e9405" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">1.   Creating Users</mark>

To create a new user, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
Click on the "Create User" button.

<figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FDhmOzzdsJA88xjO2TqOZ%2Fimage.png?alt=media&amp;token=7b815b06-cb3e-423f-af63-b0f1d3e7d7e8" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}

1. Fill in the necessary information for the new user:&#x20;
   * Name&#x20;
   * Email &#x20;
2. Please note that the email address must be unique and not already associated with an existing user.&#x20;

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FJAIKrvjhBSxk4NAxFkuw%2Fimage.png?alt=media&amp;token=9d6e9cb1-1908-49d6-a7a3-ce369993eaa7" alt="" width="375"><figcaption></figcaption></figure>

{% endtab %}

{% tab title="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.

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2F0VitXP6taBy8KZP2UMzq%2Fimage.png?alt=media&amp;token=11dcc1a0-4437-4cd1-8f14-f8f5c62c20ff" alt="" width="375"><figcaption></figcaption></figure>

{% endtab %}

{% tab title="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.

   <figure><img src="https://489269767-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVWBlbPg7sM6ADA13bB4T%2Fuploads%2FHkeH4pZeB0F5f8PG4GXf%2Fimage.png?alt=media&amp;token=e38cdb65-bd56-46f1-8bab-742947b374b2" alt="" width="375"><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}
