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To manage the CRM user accounts open the User Accounts page by clicking Manage > User Accounts in the menu bar, or from the administration menu (Users & Groups > User Accounts):
Here is a screenshot of the User Accounts page:
To view users in a specific user class, simply select that class in the drop-down in the top-left corner.
By default, the page shows only the active users in the selected class. To view the disabled users too, select the Show Disabled Users checkbox:
At the bottom of the dropdown list, you'll find the options to view all Active users or all Deactivated users (across all user classes):
To locate a specific user faster, enter their name or username in the search box in the top-right corner, and the report table refreshes automatically showing the matching results:
Add New User
To add a new user click on the Add New User button in the top-right corner:
On the page which opens, fill in the user's information and settings, and click Create User:
The user account is now created and the user will receive an email containing instructions for activating their account.
If needed, you can resend the activation email by clicking on the "Refresh" icon in the Active Account setting:
To add multiple users click on the Add Multiple Users button and follow the instructions on the page that opens.
Copy User Profile
When you're adding a new user account, you can save time by copying the settings from an existing user and applying them to the new user.
Simply select the existing user in the Copy User Profile dropdown and then select the items to copy:
Here are the additional descriptions of some of the copy options:
- User Settings: Copies the User Class, Time Zone, Office Phone, Fax, Position, Residuals Defaults, File Labels & Security.
- Group Settings: Copies the assigned groups and the primary group.
- Residuals Templates: Copies all assigned residuals templates for every processor.
- Assigned Merchants: Copies assigned merchants and notifies you with a popup when the merchant assignment process is completed.
Edit Existing User
To edit an existing user, locate the user you wish to edit on the User Accounts page, and click on their username.
The user's settings page now opens where you can edit the user's contact information and account settings, including the user splits:
To edit the user's contact information and basic settings click on the Edit User button:
A new page now opens where you can edit the user's account details and notification settings:
When finished, click Save User and the user account will be updated.