Setting up crm users - Sprinx Systems, LLC

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Setting up crm users

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Setting up crm users

How to add/edit SprinxCRM user credentials and profile

Log in to your SprinxCRM
Go to "User management"
Display the list of SprinxCRM users

Note: There is a filter (see marker at the screenshot above) for active/all users.
! Only active users count to your licensed number of users. So, you can configure more users and have active only part of them.
Note: SprinxCRM Online trial let's you to configure up to 5 active users.
You can choose "Create new user", "Edit user", "Delete user" or switch a user list filter between only active users or all users.
To create a new user click "Create new user"

Note: First Name and Last name together must be unique. Email adress also must be unique. Click save to create an user and to edit his profile.
Note: ! Fill correct email address because it si used for communication.
Edit user profile

Note: Set Active user flag for user who you need to be able to log in to SprinxCRM. Only active users count to a licensed number of users.
Note: Add "RoleSystemAdministrator" role to an user who you need to act as a SprinxCRM administrator, it will gain full privilages.