Manage Users

Default values and settings particular to the logged in user is setup in the User Settings. If the User record is created via the Installer, some of the fields are automatically filled-up with the values from the Company Configuration record.

Note: It is very important that the Security Settings is set before an Account is created to be owned by this user. Account records created before these are set needed to be re-saved after re-selecting the Owner field, otherwise, Account record will only be accessible to this user and the Administrator.

There are also instances that employees leave or responsibilities change.  Users can be deactivated and accounts re-aligned.

How to Add a New User

1.  Click Setup from the Toolsbar.

2.  Click on User Settings > Manage Users.

3.  Click New User on the Action buttons.

A new User form is opened and some default fields are pre-populated.  The form has 2 tabs, User Information and Security Settings.

4.  On the User Information tab, populate the fields under User Information Section.

a.  Populate User details, Contact details, Address Information.

b.  Fields that are required are denoted by a flag icon.

c.  Enter Username, this is required. Will be used as a Login username.

d.  Enter Password, this is required. Will be used as a Login password.

e.  Type same on Verify Password, this is required

f.   Signature field features an html editor where you can layout this user's signature, if desired.

5.  Under System Settings Section,

a.  Select Currency

b.  Select Language

c.  Select Timezone

6.  On the History Section, here displays the date and time this user last log in.  Displays the date and time this records has been modified

7.  On the Security Settings tab, populate the fields under Security Settings Section.

a.  Select Designation, this is required. Used for Global Privileges or Role. See how to setup Global Access Default.

b.  Select Group/Division, this is required. This can be used to further set layer of security. Used for Record Security Setting on the Account level. 

Identify what group this user belongs to or which groups he has access to. 

c.  Select Geographic Location.  This is required.

d.  Enable the Active check box.  User will not be able to login if this is not enabled.

e.  Enable the Export check box.  Export facility on Reports will be hidden if this is not set for this user.

8.  Under Account Level Default Section,

Access Level Defaults are set on the Record Security Settings tab on the Company Configuration. 

Default access level is maximum of 10.

a.  For each Account Level Security, select the Groups/Division or Users.

This means that for the Accounts that this user creates or owns, the selected group/users will have the right to Modify, View or Delete as the case maybe.

9.  On the User Privileges tab,

a.  For each Module, select access rights. This further set a layer of security per module.

This means that this user will only have the right to Create, Edit or Delete records per module, as the case maybe.  I

If View is deselected for a module, it means that particular module is hidden for this.

10.  Click Save

How to make User Inactive

1.  Click Setup from the Toolsbar.

2.  Click on User Settings > Manage Users.

3.  Select a user and click Edit.

4.  Desselect Active check box.

5.  Click Save.

At this point the system checks if the user owns any Accounts on the system. If Yes, iCRM displays the Transfer Accounts prompt. 

1.  Click No and then click Proceed, if you will NOT transfer at this time.

2.  Click Yes and then click Proceed, if you will transfer account.

a.  Transfer Accounts dialog box opens

b.  Select an active user from the To: drop down

c.  Click Transfer button. Validation prompt that privileges for these accounts will be transferred displays, click Yes to proceed.  

All the accounts are now owned by selected user.