Learn how to manage users within the system. This help guide will cover how to add a user and manage existing users within Neon CRM.
Recommended Reading Before You Start
Content
Resending a Verification Email
Instructions
Adding a User to Neon CRM
1. In Mission Control Dashboard, navigate to Settings Cog and select User Management.
2. Select + Add New User.
3. Complete fields in this section.
Note: Fields with * are required.
Selecting a User Group determines their permissions in the CRM.
|
Administrator |
Highest level of access with ability to change anything and everything |
|
User |
manage accounts, transactions, and communications but not administrator tools like Global Settings or forms |
|
Limited User |
Manages their own timesheets |
4. To allow API access, turn on access.
If you are establishing an integration that requires API Access, you can create a new System User account for the integration.
5. When finished, select Create User.
Resending a Verification Email
After creating the account, the user will receive an email requesting that they establish a password for their user account. If the user does not receive the email or fails to confirm their email address within 24 hours, Resend Welcome Email or Reset Password.
1. In the Mission Control Dashboard, navigate to Settings Cog and select User Management.
2. Select the name of User.
3. Select Resend Create Password Email.
Managing Existing Users
1. In Mission Control Dashboard, navigate to Settings Cog and select User Management.
2. Select the name of the user within the table.
3. From this page you are able to edit the User Group. When finished, select Save.
4. To Deactivate a user, select the actions icon in the row of the user and select Deactivate.