> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Users in Skara

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?](#how-to-add-a-user)
* [User Fields](#user-fields)
* [How to Edit the User details?](#how-to-edit-the-user-details)
* [How to Deactivate the User?](#how-to-deactivate-the-user)

### 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** 

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip0-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=9bb1f4ed88848d08672c9c7a763db878" alt="mceclip0.png" width="2680" height="1060" data-path="setup/user-management/images/mceclip0-3.png" />

* Click on **New**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip2-2.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=4171efd996767504d4da99e1c5585606" alt="mceclip2.png" width="2282" height="974" data-path="setup/user-management/images/mceclip2-2.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. 

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip3-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=5001f002ace1e7043f0dc2918de085d1" alt="mceclip3.png" width="2681" height="1701" data-path="setup/user-management/images/mceclip3-3.png" />

<Note>
  **Note:** You can add the user depending on the number of user licenses as per the purchased plans.

  * [Click here to learn more](https://support.salesmate.io/hc/en-us/articles/115000325745-Increasing-Decreasing-Users)
</Note>

### 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
* Select**Users** 

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip0-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=9bb1f4ed88848d08672c9c7a763db878" alt="mceclip0.png" width="2680" height="1060" data-path="setup/user-management/images/mceclip0-3.png" />

* Hover over to the **User Name,** **Actions** button will appear next to the name.
* Click on the **Actions** Button and select **Edit**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip5-2.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=e2b73b5aad2e29d911935fbfe08cec72" alt="mceclip5.png" width="2271" height="1055" data-path="setup/user-management/images/mceclip5-2.png" />

* Here you can Edit any details and click on Update.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/blobid0.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=caf083b0da23fddaf8ddc3ebf3f244da" alt="blobid0.png" width="2650" height="1698" data-path="setup/user-management/images/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
* Select**Users** 

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip0-3.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=9bb1f4ed88848d08672c9c7a763db878" alt="mceclip0.png" width="2680" height="1060" data-path="setup/user-management/images/mceclip0-3.png" />

* Click on **the Actions**  button next to the **User Name**.
* Select **Deactivate**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip7.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=121a0a773766c811311ca9e8de08b10e" alt="mceclip7.png" width="2275" height="1022" data-path="setup/user-management/images/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**

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip8.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=7496fbf35dc0bb9013088f548a8614a5" alt="mceclip8.png" width="2654" height="1685" data-path="setup/user-management/images/mceclip8.png" />

* You can also assign **Contact, Company, Activities, or Deal** records to any other Users.
* Click on **Yes** to confirm the **User Deactivation**.

<img src="https://mintcdn.com/salesmate/h1XO93ZpHtIRdIyw/setup/user-management/images/mceclip9.png?fit=max&auto=format&n=h1XO93ZpHtIRdIyw&q=85&s=352cff45cf9bf41d8dc2aa201da754cc" alt="mceclip9.png" width="2654" height="1685" data-path="setup/user-management/images/mceclip9.png" />
