Users are employees in your organization who can log into their coreBOS CRM accounts, access information, and perform tasks according to permissions that have been defined to them.
There are two types of users for the CRM software:
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Standard user
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Administrator user
Standard users have limited access to the CRM system to perform CRUD (Create, Retrieve, Update, and Delete) and limited user-specific customization operations only.
Administrator users are capable to manage the complete software that includes:
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managing users and groups and their access privileges,
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customizing the CRM user interface,
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creating communications templates,
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configuring all organization-wide settings,
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changing passwords, deactivate users, and view the login history, and
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exercise CRUD operations for all data.
In the following figure, you can see the edit view of a user's data provided by the CRM user management function. With marking the Admin checkbox any user might get administrator privileges and become an administrator user.
To create or to manage users click on the Users menu to open the user's list as exemplarily shown in the figure.
This user list includes the user name, the role, the email address and other details for each individual user.
You may edit, delete or sign out users at this view.
Deleting Users
You can delete user accounts to terminate their access to CoreBOS CRM. After delete, users will not be able to log into CoreBOS CRM anymore.
Here's how to delete users:
- In the list view of users, click on the icon of deletion to delete the corresponding user
- Before deleting the user, you'll be prompted to transfer records to the selected user in your coreBOS CRM account
- Select the desired user from the drop-down to transfer records
- Click Save
Note:
Adding New Users
Users with administrator rights have the ability to add new users.
Here's how to add new users in coreBOS CRM:
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Click New User.
With the help of the buttons displayed at this view you may perform the following operations:
View Audit Trail: This button opens a new window that provides detailed information about the login history. Note that this function needs to be permitted by the CRM system administrator.
Duplicate: This button allows you to copy user data. This is helpful if you have to configure several users with equal settings.
Edit: This button allows you to edit the user master data.
| Name | Description |
|---|---|
| User Name: | Each user must have a unique and secure user name. Use at least 8 digits. Usernames once created can not be changed in the edit view. Every user has the privilege to change its own password. |
| Admin Checkbox: | Check this box only if you want to create a user with administrator privileges, independent from the role. Warning Users with administrative privileges can see and modify the settings and all user data. |
| Password: | You should give each ticket a unique name |
| First and Last Name: | Enter the users name. The first name will be used for the welcome message. If you do not enter a first name, last name will be used for the welcome message. |
| Role: | As explained before, roles define the privileges for a user. A role must be assigned to each individual user and must be created before |
| Email: | Enter the email address of this user. This address will be used by the CRM for outgoing emails. |
| Status: | You may set a user as active or inactive. Inactive users are not allowed to login |
| Default Activity View: | Here you can set the default activity view and decide how activities are presented to the user at the home page. |
| Default Lead View: | Here you can set the default lead view and decide how leads are presented to the user at the home page. |
| Currency: | You may set the currency for this user here. Note that the currencies used by the CRM system are defined by the currency settings menu. |
Note: