> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/app/user-guide/settings/user-management.md).

# User Management

User Management is a key feature in Getfly CRM, allowing administrators /to create, edit, delete, and assign permissions to user accounts within the system.

## 1. Adding a New User

To add a new user account, follow these steps:

Open the Getfly App → go to the Extended Tab → select Settings → choose User Management → tap Add New.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fwej0QxRlsSLg3dfLatUq%2Fimage.png?alt=media&amp;token=ba9b757b-b8d8-4aa2-80e7-bc6fe838a8db" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FMfZMxeW7WkFlAXMO0Pew%2Fimage.png?alt=media&amp;token=4977d05f-4072-4763-80ce-0cc4fc1df8fc" alt=""><figcaption></figcaption></figure>

The Add User interface includes four steps:

**Step 1:** Personal Information Enter the user's personal details.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F5hIFSPHRzvanCcbdA9uP%2Fimage.png?alt=media&amp;token=08996204-cf34-4ec8-bdea-8465859cb187" alt=""><figcaption></figcaption></figure>

**Step 2:** Password Set a password for the new account.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FIewX3N5ALpBS1CRbtIYc%2Fimage.png?alt=media&amp;token=3aa959b1-157c-42d3-9763-6272bd6ff053" alt=""><figcaption></figcaption></figure>

**Step 3:** Permissions Assign the appropriate user roles and access permissions.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FU7rgtxtRNXcYdwrBsnov%2Fimage.png?alt=media&amp;token=17a3e3e8-476b-4453-b2e2-afe4b995239a" alt=""><figcaption></figcaption></figure>

**Step 4:** Extension Assign a phone extension (if applicable).

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2F9saviSGHEQXOoIc3YeoS%2Fimage.png?alt=media&amp;token=627fa1b3-71f7-46db-b607-cb2f4b93114b" alt=""><figcaption></figcaption></figure>

After completing all steps, tap Update. A confirmation message will appear indicating that the user was successfully added.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FWeAPn6q8uoGOMGdo0iKy%2Fimage.png?alt=media&amp;token=c194dfd2-d744-46a3-831e-be55089105bb" alt=""><figcaption></figcaption></figure>

## 2. Managing Users

The User Management screen displays all accounts within the system, along with the following details:

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fhlyjb1TxpF9dOVYbRHxv%2Fimage.png?alt=media&amp;token=f7e37e49-2c5e-4d02-a60f-24a135175e2e" alt=""><figcaption></figcaption></figure>

* Account Name
* Department
* Email Address
* Permission Group
* Extension (if any)

You can easily search and filter users by: Full name, Department, Status (Active or Deleted)

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FZg8ztnaDQiKeCiSExpG6%2Fimage.png?alt=media&amp;token=7c2ac8a2-e541-4f47-aecc-3c9e66f8c4ea" alt=""><figcaption></figcaption></figure>

On the user’s profile screen, you can also initiate a call or start a direct chat with the selected user.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fkdbz9dEUxv453L8QMYCG%2Fimage.png?alt=media&amp;token=43407565-1428-4901-89d1-8b1058fcfdbd" alt=""><figcaption></figcaption></figure>

## 3. Editing a User

To edit a user's information, tap the three-dot icon next to the user's name → select Edit User.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FnmqnpK7XffAylCmtTa5f%2Fimage.png?alt=media&amp;token=f222e580-b2ee-4d69-86f7-65f2a518ae3f" alt=""><figcaption></figcaption></figure>

## 4. Deleting a User

To delete a user, tap the three-dot icon next to the user's name → select Delete User.

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FpyqGDzJyioLDqckSpo15%2Fimage.png?alt=media&amp;token=4e185727-deef-40cb-bd0f-13e549a9c63b" alt=""><figcaption></figcaption></figure>
