Adding a user is a crucial step in managing your system effectively.
This guide provides a step-by-step process to add a user with specific roles and privileges to ensure smooth operations.
Note:
You need Admin/Super User privileges to add/manage users. Contact your administrator to assign this privilege to you.
Steps to Add a New User:
Click the user icon in the top right corner, go to "System Configuration," then select "User Management" or click below:
Click on "New User" to add a new user.
Enter the First Name, Surname, and valid company email address, and Assign a role as a super user for full rights or other roles as needed. Enter the office and team details. Assign data privileges by checking the relevant checkboxes.
There are three types of roles in Recruitly listed below:
SUPER: Grants access to all features and data/master privileges in the system as assigned. This can be used for Managers/admins.
TEAM LEAD: Suitable for team leaders, granting access to specific modules and data/master privileges based on requirements.
TEAM MEMBER: Suitable for team executives or members, providing access to designated modules and data privileges.
For detailed information on Data Privileges, system access by Modules, and Master data privileges refer to the User Privileges help guide.
Note:
If CRM Lite is selected, it gives the user limited access to contacts and companies only.
Steps to Add/Manage Offices:
Click the user icon in the top right corner, go to "System Configuration," then select "User Management" or click below:
To create a new branch/office, click on "New Office." Provide a name and address for the new office and click "Save."
To update office details, go to "Manage offices," click on the branch name, and make the necessary changes. Delete by clicking the Trash icon (ensure users are reassigned before deletion).
Steps to Add/Manage Teams:
Click the user icon in the top right corner, go to "System Configuration," then select "User Management" or click below:
To create a new team, Kindly click on "New Team."
To update team details, go to "Manage Teams", click on the team name, and make the necessary changes. Delete by clicking the Trash icon (ensure users are reassigned before deletion).