Creating and Managing User Accounts

Creating and Managing User Accounts User management is an important feature in Getfly CRM, allowing you to create, edit, delete, and assign permissions to user accounts within the system.

1. User Management Permissions

To create and manage user accounts in the system, you need to be granted permissions for User Management.

Access: View the User Management section.

Add New: Add new users to the system.

Edit: Edit user information within the system.

Delete: Delete users from the system.

2. How to Add, Edit, and Delete User Accounts

2.1 Adding a New User

To create a new user account, follow these steps:

Navigate to Settings → User Management → Add New.

The Add New User screen will display the following fields:

Username: Required field.

Full Name: Required field (First and Last name).

Password: Required field.

Department: Required field.

Position: Required field.

Email: Optional field.

Mobile: Optional field.

Permission Group Setup: Required field (choose the appropriate group).

Once all required fields are filled, click Add New to complete the process.

2.2 Editing an Existing User

To edit a user account:

Navigate to Settings → User Management → Select the user to edit.

After editing the information, click Update to save the changes.

2.3 Deleting a User Account

To delete a user account:

Navigate to Settings → User Management → Select the user to delete.

A confirmation prompt will appear: Are you sure you want to delete this user?

If you confirm, click Delete.

If you do not wish to delete the account, click Close to cancel.

Before deleting a user account, you can choose to update the ownership of all customer records that were assigned to the user. This ensures that no customers are left without a responsible party after the account is deleted.

Note: The system does not support permanently deleting accounts. Deleted accounts will still appear in the Deleted tab.

2.4 Restoring a Deleted Account

To restore a deleted account:

Go to Settings → User Management → In the account status tab, select Deleted.

A list of deleted accounts will appear. Select the Restore option at the bottom of the user’s information row to restore the account.