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Manage CRM Permissions

Manage User

This guide explains how to edit a user profile or delete it if needed.

Edit User Profile

Step 1: Open the User Profile

Click on the target user's email.

Zoomed in user

Step 2: Edit User Fields

Edit the user's name, email, password, or role as needed.

Edit user screen

Step 3: Save Edits

Click Save to apply your changes.

Save user edits

Remove a User

Step 1: Open the User Profile

Click on the target user's email.

Zoomed in username

Step 2: Delete the User

Click the Delete User button.

Hovered name

Step 3: Confirm Removal

Click Save to confirm user removal.

Confirm delete user