How can I create and manage users from the platform?
In this article we will discuss the different procedures we can perform with users on the platform. We will explain how to create users, how to manage them once we have created them and how to unblock them.
Where can I find this option? → Button top right → Profile → Account Information
Remember that this option will only be available if you have enabled the permissions: Users
Creating users
In order for a person in the company to have access to the CRM platform, we must create a user for them.
To create a new user we must click on the "Create user" button, we will have to fill in the basic information of the user we are going to create and click on "Save".
The fields to fill in are: name, surname, contact email, country, language and we must assign a role and a team to that user. Also, we will have the option to copy the permissions and privileges of an existing user and thus facilitate the creation of the user.
When you create the user, you will receive an email with the credentials and a link to confirm your account and access the platform. When you access the platform for the first time, you will receive a warning and you will have to create your password.
The password will expire after 120 days and will need to be updated.We have the option of creating users who only have access to the sales simulator, that is, who cannot access the platform. This type of user is useful when we have a group of salespeople who will be dedicated to purely sales management and then the follow-up of that lead is carried out by another team.
To configure this type of user, at the time of creation and once all the data has been completed, we will see, at the very bottom, a check box that we can check if we want the user to have access only to the commercial simulator.
Important: The role assigned to these users, even if they only have access to the commercial simulator, must have all necessary permissions enabled so they can create offers and interact with the simulator without any issues.User management
Once the user has been created, on the right side of it, we will find the different actions that will allow us to manage the user:
Edit user: Allows us to change the user's basic information.
Edit permissions: Allows us to edit the permissions of that specific user (in the "permissions" section you can find more information).
Confirm user: Allows us to confirm the user we have created in order to use it.
Delete user: Allows us to delete existing users. If said user has clients assigned, we will receive a notification asking us to assign these clients to another user registered on the platform.
Unlock users
We may encounter cases where a user is blocked.
One case would be having entered an incorrect password more than 5 times and another case would be when after 90 days without accessing, the user's account is blocked.
In order to unblock a user, we must first choose the account we want to unblock, either by typing the name in the search engine at the top, or by searching for it in the list of users we have. Once located, we click on the arrow to the right of the name, which will display a list of options (explained above) where we will see "Unblock user".
Related Articles
How can I manage my files and folders from the platform?
In this article, we will explain in detail how to manage files and folders within the platform through the "Files" tab. This functionality is key to maintaining an organized work environment, ensuring that all relevant information and documentation ...General platform settings
One of the first configurations that we must make on the platform is the general information about our company. Where can I find this option? → Left side menu → Settings → General Settings. Please note that this option will only be available if you ...How can I create a new company?
In this section we will find the process of creating the collaborating companies (installers, salespeople, etc.) with whom we work. Where can I find this option? → Left side menu → Partners We will now look at each of the sections that we will find ...How do I set up periodic exports on the platform?
In this article, we will learn how to set up periodic exports to extract data that is on the platform and that is of interest to us. By generating exports periodically, we will have a compilation of the desired information automatically and ...What are pricing tables and how do I create one?
This article explains the concept of pricing tables and describes all the steps involved in creating and editing such tables. Where can I find this option? → Left side menu → Pricing table Remember that this tab will only be visible if you have ...