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Adding User

In order to add a user, select Admin tab on the lower left corner of the screen. Selecting Admin tab opens, list of sub tabs. Select Users from left side of the screen as shown below:

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Figure: Adding User (step 1)

Selecting Users allows you to add new user in the system. Select Add New User from right side of the screen as shown below:

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Figure: Adding User (step 2)

Selecting Add New User opens a form that needs some information to add a new user. Specify the required details as per your requirements. Following figure illustrates the form and some sample information. It adds a user with the name admin and adjoins an e-mail admin@advanced-crm.com with it.

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Figure: Adding User (step 3)

1. Specify Login Name (as you want to be displayed) in this field e.g. Sales Manager

2. This field shows the time of your last login to the system.

3. Specify your Password in this field

4. Retype your password in this field to confirm your password

5. Specify e-mail address in this field e.g. sales@advanced-crm.com. It is used as your default e-mail address.

6. Specify your Title in this field

7. In this field, specify your contact information (starting from First Name to the Zip code of your city)

8. Select the Privileges for this user from the list shown below:

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9. There should be at least a department checked against user. A user can be in multi-departments.

10. Select this checkbox, if you want to create an active user. Otherwise, you can leave this checkbox unchecked and an inactive user will be created. You can activate a user later as well according to your requirements.

Privileges must be assigned to every user that allow/restrict the user according its role in the system. In simple, privileges are access rights assigned to the user depending on its role.

Additional Information: All privileges/roles except Administrator of the system can be added or removed as per the requirements of your business model.

11. Select Save & Next to proceed, it opens following screen:

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Figure: Adding User (step 4)

12. The alert mark on the screen indicates that some required information is missing. It means that added user needs to be configured.

To configure record, select Add New Email, it opens following screen:

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Figure: Adding User (step 5)

12.1 Specify display name e.g. Sales Manager

12.2 Specify e-mail address e.g. sales@advanced-crm.com

12.3 Specify password

12.4 Specify SMTP Server name e.g. mail.advanced-crm.com

Additional Information: SMTP stands for Simple Mail Transfer Protocol. It is a standard protocol used for mail transmission over the Internet.

12.5 Select authentication types from the list named as Auth Type.

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Ø Select None if no authentication is required. In this case, it is assumed that open relay is on or IP address is added in allow list of mail server.

Ø User/Login is the basic authentication type

Ø NTLM

12.6 Select this checkbox to ensure secure connection.

Additional Information: SSL stands for Secure Socket Layer

12.7 Specify port number in this field

12.8 Click this button to generate a test mail

To save the provided information, select Save User Email. It shows the screen, shown in Figure Adding User (step 4) without the alert mark.

Refer back to Figure Adding User (step 4):

13. Select to edit the record of the user email

14. Select to delete the added user email

Adding Roles