Users

Owned by William Camargo (Unlicensed)
Last updated: Feb 06, 2023 by Susanna Romanelli (Unlicensed)
4 min read

What is the Users section about?

In the Users section, users are able to:

  • Check each user’s CRM profile

  • Editing the users' CRM profiles

  • Deactivating users' CRM profiles.

Where the Users section is located?

  1. Log into CRM and go to the left-side menu

  2. Scroll down and click on Branches & Permissions

  3. And then on Users.

How to add new users' to CRM

To create new users in CRM, please email support@dfogpc.com the below information:

  1. The list of users

  2. Fort each user, it is needed:

    1. Full Name

    2. Email address (this one will be used to log in to CRM)

    3. The role that should be granted to each user or the CRM section that they should have access to.

How to edit users' CRM profiles

Please find below the steps to edit users' CRM profiles.

Editing the user location

  1. Click on the user’s name or Edit button

  2. Pick another location from the drop-down menu of the Location field

  3. Click on the Save button.

For more information about how to create more users' locations, just check the following helpdesk article: User Locations.

Adding a role to users' CRM profile

Please bear in mind that by changing a user’s role, it will change his/her access to the CRM sections and this can lead to a data breach. Therefore:

  • For DFO users, due to Security reasons, DO NOT CHANGE yours or other users' roles. Instead, please refer to support@dfogpc.com to assist you with this request

  • For non-DFO users, please also refer to support@dfogpc.com that can assist you with this request.

  1. Click on the user’s name or Edit button

  2. Pick a new role from the drop-down menu of the User Roles area

  3. Click on the Add button

  4. Click on the Save button

Remove a role from a user profile

  1. Click on the user’s name or Edit button

  2. Click on the Delete button

  3. Click on the Save button

Add a branch to a user profile

  1. Click on the user’s name or Edit button

  2. Pick a new role from the drop-down menu of the User Branches area

  3. Click on the Add button

  4. Click on the Save button

Remove a branch from a user profile

  1. Click on the user’s name or Edit button

  2. Click on the Delete button

  3. Click on the Save button

How to deactivate users' CRM profiles

  1. Click on the user’s name or Edit button

  2. Turn Off the toggle

  3. Click on the Save button and the user CRM profile will be deactivated

 

Go back to the eManage CRM Helpdesk Homepage

& for any more questions or further help, contact support@dfogpc.com