Managing Users

The Manage Users screen can be accessed by expanding the Admin section in the sidebar and clicking on Users. The Manage Users section (available only to Admin users) allows you to add, edit, and manage user roles and their access permissions within the software. 

When accessed from sidebar, It opens a list of all active users who have access to the system.

User List

The user list shows basic information for each user: User Name, Email, User Type (Admin or Standard User), and Status (Active).
- To edit a user, click the pencil/edit icon next to their name.
- To add a new user, click the Add New button in the top-right corner.

Creating or Editing a User

Whether you are adding or editing, the same window opens. It contains two sections:

• Left Side – User Info:
  • Email: Login email address for the user
  • User Name: Display name
  • User Type: Choose between Admin or Standard User
  • Status:
    • When adding a user, only Active is available (users must be active at creation).
    • When editing a user, two statuses are available:
      • Active: User is enabled in the system
      • Deleted: Marks the user as deleted and hides them from the list
• Right Side – Access Control (for Standard Users only):

  Admin users have full system access — so the access control section is disabled when Admin is selected. For Standard Users, you can define what they can see and do.

  Modules are grouped according to primary module e.g. CRM, Inventory or Marketing etc. Each primary module have its individual options e.g. Leads in CRM, and every option has following three access controls:

  • Can View – Allows the user to see records
  • Can Create and Edit – Allows the user to add or modify entries
  • Can Delete – Allows the user to delete entries

  Important Rules about Access Control Options:

  • If Can Delete is checked → Can Create and Edit and Can View are automatically selected
  • If Can Create and Edit is checked → Can View is automatically selected
  • Can View can be selected independently for read-only access

  For quick setup, you can toggle all options within a module. Two check boxes are displayed beside the module header:

  • Click the box with a tick (☑️) to select all permissions in that module
  • Click the empty box (☐) to deselect all permissions in that module

  Note about Reports: Reports may include all three permissions — View, Create/Edit, and Delete — because reports support drill-down actions that allow direct data updates from within the report view.

Saving and Managing Users

After entering user info and setting access (if applicable), click Save to confirm changes. Use Close to exit without saving.

How to Edit an Existing User’s Access

1. Go to the user list
2. Click the Edit icon beside the desired user
3. Adjust user details and access control settings
4. Click Save to apply changes

How to Delete (Deactivate) a User

1. Click the Edit icon for the user
2. Change the Status dropdown to Deleted
3. Click Save. The user will disappear from the list but remain in the system.

Note: Deleted users are not physically removed, they are just flagged as deleted and are hidden from the list. This ensures data history (e.g., who created or managed what) is preserved.