Managing Users and Roles (Admins)

Add a UserCopy Anchor Link

Settings > Users > Add User: full name, email, a password, phone, role and regions. They sign in with that email and password, so share the password securely. They can change it under Settings > Security.

Edit, Deactivate or RemoveCopy Anchor Link

From a user's row: edit details and extension, Deactivate / Activate, Reset Password or Delete User. Deactivating stops sign-in and keeps their history.

RolesCopy Anchor Link

The standard roles (Admin, Manager, Sales, Marketing, Support) can't be changed. To adjust one, go to Settings > Roles:

1. Click Add Role, then Start From a standard role, or Blank Role.
2. Tick the permissions you want and set the Region Scope.
3. Click Save Permissions.

RegionsCopy Anchor Link

A user's regions limit which records they see. Set them when adding or editing a user.