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Users

User settings serve as a central hub within the administration interface, empowering administrators to effortlessly manage user accounts, control permissions, and allocate licenses. Follow these steps for efficient user management:

Adding a New User

  • Navigate to the administration section and locate the "User Settings."
  • Initiate the user addition process by clicking on the "Add User" button.
  • Input the new user's email address and name, then click "Add User." This action not only updates the user list but also triggers an activation email to be sent to the provided email address.

Editing User Details

  • Access individual user settings by clicking on the respective entry in the user table.
  • Here, fine-tune permissions, delineate CRM access, allocate licenses for enhanced features, and associate the user with permission groups.
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Member of Widget - Role Assignment

  • Utilize the "Member of" widget to place users into predefined user groups, essentially assigning roles.
  • Click "Add Role," select applicable roles, and confirm with the "Add Roles" button. The assigned role permissions will promptly be applied to the user.

Change Password Widget

  • Admins can conveniently update a user's password via the "Change Password" widget.

Licenses Widget

  • In the "Licenses" widget, effortlessly grant or revoke licenses for users based on operational needs.

Navigation Permissions Widget

  • Tailor the user's menu visibility using the "Navigation Permissions" widget. By checking or unchecking modules, administrators can customize the user's interface.

Permissions Widget

  • For intricate control, the "Permissions" widget allows administrators to define highly specific module restrictions, providing nuanced control over various segments of modules.

Quick Toggle Button

  • Simplify user activation or deactivation using the quick toggle button, streamlining the process for administrators.
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