Tutorial CRM - Getting Started, Create User

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There are 3 possible user types in CRM2, administrator, manager and subordinate. A subordinate user can only have a single manager. The minimum fields required to create a new user is first name, last name, email id and password. Also, users are marked active by default. Deactivating a user will disable that users and login to CRM2 will fail. A new user is automatically added as a subordinate to itself, please do not delete the current user from the subordinates list.


User Management

Description

Default User in CRM2 is the administrator. Please do not delete or deactivate admin.


User Management - New

Description

Click New to start the add new user process. Fill in the first name, last name, email and password fields. Minimum password length is 8 characters.


User Management - Save

Description

Click the SAVE button to create the new user.


User Management - User Created

Description

New user has been created, by default each new user is also added as a self-subordinate.


User Management - Subordinate

Description

Select another user to add as subordinate to the current user.


User Management - Subordinate Added

Description

The current user is now a Manager to the listed subordinates.


User Management - Summary

Description

Current user information is displayed.