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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: Click on the target user's email

Zoomed in user

Step 2: Edit user fields.

Edit user screen

You can edit a user's name, email, password, and role.

Step 3: Click Save to save edits

Save user edits

Remove a User

Step 1: Click on the target user's email

Zoomed in username

Step 2: Click Delete User button

Hovered name

Step 3: Click Save to confirm user removal.

Confirm delete user