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.

The Add User interface includes four steps:

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

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

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

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

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

2. Managing Users

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

• 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)

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

3. Editing a User

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

4. Deleting a User

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