Skip to main content
A User is the one who manages records within the organization, whether their own or those shared by other users. In addition to accessing the data, some of the users have to perform administrative functions for the smooth running of the account. Topics Covered:

​
How to Add a User?

To create a User,
  • Navigate to your Profile Icon on the top right corner
  • Click on Set-Up
  • Head over to the Users & Security category
  • Select Users 
mceclip0.png
  • Click on New
mceclip2.png
  • Add the User details and click on Save

​
User Fields:

  • First Name (Required): The user’s first name
  • Last Name (Required): The user’s last name
  • Email (Required): The user’s work email address used for login and notifications
  • Mobile: The user’s mobile phone number
  • Profile (Required): Determines the permission level or access control set for the user (e.g., “Admin”).
  • Role (Required): The functional role or designation in the organization (e.g., “CEO”).
  • IP Restriction / Access From: This field for restricting access to specific IP addresses. 
    • If kept blank or * is specified then the users will be able to access it from anywhere. 
    • If a specific IP or a set of IPS separated by commas are mentioned then users will be able to access the system from those specific IP addresses only. 
  • Date fields:
    • Date of Birth: The user’s birthday
    • Date of Anniversary: The user’s anniversary (if applicable)
  • Other fields:
    • Phone: Additional phone field
    • Extension: Phone extension number (if applicable)
  • Address fields: The users address, could be residence or an alternate address that you would like to capture in the system.
    • Address Line 1, Address Line 2, Area, City, State, Country, Zip Code. 
  • Deal Capacity: The number of deals that can be assigned to this user.
  • Email Signature: User’s email signature. Useful to the admin while creating the user to maintain branding across all email communications. 
mceclip3.png
Note: You can add the user depending on the number of user licenses as per the purchased plans.

​
How to Edit the User Details?

To Edit the details,
  • Navigate to your Profile Icon on the top right corner
  • Click on Set-Up
  • Head over to the Users & Security category
  • SelectUsers 
mceclip0.png
  • Hover over to the User Name, Actions button will appear next to the name.
  • Click on the Actions Button and select Edit
mceclip5.png
  • Here you can Edit any details and click on Update.
blobid0.png

​
How to Deactivate the User?

To Deactivate the User,
  • Navigate to your Profile Icon on the top right corner
  • Click on Set-Up
  • Head over to the Users & Security category
  • SelectUsers 
mceclip0.png
  • Click on the Actions button next to the User Name.
  • Select Deactivate
mceclip7.png
  • The User deactivation can be done with two options,
    • Deactivate this User and release the license
    • Deactivate this User and invite a new user using the same license
mceclip8.png
  • You can also assign Contact, Company, Activities, or Deal records to any other Users.
  • Click on Yes to confirm the User Deactivation.
mceclip9.png