Adding and managing users efficiently is crucial for leveraging the functionalities of Repair-CRM to the fullest. This article guides you through the process of adding users, defining their roles, and ensuring they are properly activated to use the system.
Step 1: Navigate to User Settings
Go to the Settings tab located on the dashboard.
Under the Settings tab, click on User Settings.
Step 2: Adding a New User
In the User Settings page, you'll find buttons labeled New, Edit, and Delete at the top.
Click on the New button to add a new user.
Fill in the necessary details for the new user.
Note: It's important to note that each user must have a unique email address, as this is used for logging them into Repair-CRM.
Step 3: Define User Role and Calendar Color
While adding a new user, you can assign one of four different user roles:
Placeholder: A role without rights; users assigned this role cannot perform any actions in the app.
Admin: Users with this role have full access to all features and settings within Repair-CRM.
Manager: Managers have substantial access, including dispatching capabilities, but cannot alter settings.
Technician: Technicians cannot dispatch new jobs but can work on work orders assigned to them.
For technicians, you can also assign a Calendar Color for easy color-coding and identification in the scheduling calendar.
Step 4: User Activation
After creating a new user, an email with an activation link is automatically sent to their provided address.
Remark: Make sure to check in the spam folder tooInstruct the user to open the email and click on the activation link. They will be redirected to a secure webpage where they can create their unique password for accessing Repair-CRM.
Important: Ensure the technician clicks the link to generate their password rather than attempting to create a new account, as this is a common error leading to account setup issues.
Until the user clicks the link and creates their password, a label saying "Not activated" will be displayed next to their name in the user list.
Step 5: Verification
After the user has created their password, verify that the "Not activated" label has disappeared from their name in the user list.
The user can now log into Repair-CRM using their email address and newly created password, via both web and mobile app.
Efficient user management is vital for a well-organized Repair-CRM environment. By following the steps outlined above, you can ensure that each team member has the appropriate level of access and is properly set up to contribute to your operations.