User management is a system that controls access to software or platforms. It assigns role-based privileges such as Admin or Sales Rep. It ensures that users have appropriate permissions based on their roles. This approach enhances data security. It prevents unauthorized access. It also supports regulatory compliance by maintaining control over who can view or modify specific information within the system.
Key Features
Organization Admin has the full system control (configurations/user access). Organization Admin is the CEO.
Under General Settings tab, select User Management.
User Actions
Add New User
Click +New User”
Fill details
Save User”
To define Profile, add a new Profile from “Profile” module first, if required.
When a new user is added, the status will automatically be updated as “Invited”.
Once the user accepts, the status will change to active.
Other Actions
Update User
Click ⋮ 3 dots
Select Update
Click Save.
Change Password
Click ⋮ 3 dots
Select Change Password
“Set Password”
Note: Password can only be changed by the user or system administrator.
Resend Invite
This is only applicable for a User who has not yet accepted the invite email. The status will reflect Invited.
Click ⋮ 3 dots
Select “Resend Invitation” to invite user again (password reset email)
Notes
Organization Admin is the CEO.
Only users with specific permissions Can Create, Add, Update, Delete or Resend the Invitation to any user.
One email ID can be used to register one user only.
Permissions required for user modifications
Admins customize workflows/access per role.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
