info@crm360.co.in

User Management

The most awesome and complete features to meet all your needs !

User Management

User Management

User management is a service which allows the administrator to discover and direct the way users log into the network. The creation and management of login credentials for every user are done using this feature. Each user can be identified by their profile along with unique username and password.  User management allows the profile to decide what the users can see, which tasks they can do and what can they do with the data available to them. Creating users and editing them, resetting passwords, allowing passwords, managing other users, creating Google apps accounts etc are some of the tasks under taken by administrator in user management system.      

1.Create User

User management allows the administrator to manage and control the user logins in a network. The user management begins with the creation of users. The users when created require formation of a profile. The system gives a username or user ID and password for the user. This can be temporary which can be changed later. The system can send an email to let the users know about the ID and password. The password can also be sent through a more secure channel if needed. License can be created at the time the user is created or after the creation of user is complete.

2.Assign to

The initial step in the user management is the creation of user. After the first stage is complete, the assignment to users is to be done. The assignment of records to users can be done by following a specific rule. The rule followed for the assignment to user is called assignment rule. This rule is applicable to cases, records, leads, and contacts. The assignment rule may be according to the requirement of respective business. First the assignment rule is created and then the required assignment rule is to be selected. Based on the assignment rule criteria only the assignment to user is done.

3.Assign Level

Another important part in the user management is assigning level. The assigning levels means determining the access level settings for a group. Not only the sales rep but also the sales manager, owner and other managers must have an access to the important data. Allowing the access lets them track the performance of employees as well as the transaction with the customers. There are basically three types of access level settings that can be assigned. The public allows anyone to view the data in the domain. The team setting allows the members of team to access the data. Finally restricted settings allow only private access only.

4.Assign Designation

There can be on or more designations for the users. The size of the organization is the prime factor in deciding the number of designation for the users. The users are assigned to one or more admin who perform different functions. Creating the users or editing users is one main task assigned to the admin. They have the access to the features in the center. Choosing the role for the existing users, and then using the same procedure to assign role to users or removing them are all part of this activity. Assigning licenses and removing them and setting or resetting passwords fall under the task of admin.

5.Assign Department

Users belonging to one department can be placed under on field. The admin can use the function of department assignment to manage and make updates of multiple users at one time by changing the department field. The basic task is to assign the new users to a specific department. Some other tasks related to this function are uniting two departments or moving the users of a group to another department. Keeping the users in departments has advantages like maintenance of data of the users can be done by simply using the identification of the user. Another advantage is that the mass update of user data can be done without any trouble.

6.Assign Territory

Users can be assigned to the territories where they have an access to accounts. The users assigned to the territory have the permission to at least read the accounts belonging to anybody. With a change in the settings of territory, the users can not only read but also have the permission to write. They can have the authority to act as owner with the capability to see, edit, delete and move the accounts. Just like accounts existing in multiple territories, the users too can be in multiple territories. The accounts can be added to the territories either manually or automatically using assignment rules.

7.User Group

After the users are created, they can be assigned to groups. Users can be manually put into existing groups or there are settings to do it automatically. The user groups have certain compulsory fields which require complete user profiles. Roles can be assigned to users in a group. This tells them what they have to do in the group. There are basically three roles for any user group. The owner can add or remove members of the group, send messages to all, change the roles and settings and even delete the group. The manager can perform all the activities of an owner except deleting the group. The members view data and send messages to the other members of the group.