User Management

Usage

CRMdesk system administrators are able to change all data in all user records and create new ones. In addition to personal and contact information that users can maintain in their own profiles, system administrators also have the privilege to assign roles and the administrative privilege.

Path

Setup tab – Workflow – Users

Procedure

Initially, the system contains one administrator user, whose record is based on the contact information you provided while ordering your CRMdesk system. Administrative user personal information maintenance is the same as regular user Personal Profile maintenance.

Each user can be:

• notified by e-mail about all changes related to this user;

• notified about new knowledge base records and comments;

• granted the administrative rights by marking a radio button in the Admin: field;

• assigned a role by choosing one from the list of roles maintained in your CRMdesk system; a user can be assigned only one role;

• moved to the necessary groups of users by choosing the group name from the list.

To save your changes, click the Submit button.

To delete the current user, click the Delete User button.

Tips

To keep your CRMdesk system manageable, do not assign the administration permission to many users. This will ensure that all changes in user statuses can be controlled.

It is a good practice to keep users responsible for keeping their personal and contact information up-to-date.

Next: Roles Management