The Manage Users feature allows CRM administrators to create, view, and manage all user accounts within the system. It provides tools to maintain user access, monitor activity, and assign roles with ease.
You can access this feature by navigating to:
Admin > Security Setup > Manage Users
Overview
The Manage Users page displays a structured table of all users and provides tools for filtering, creating, and modifying user accounts. At the top of the page, you’ll find the following controls:
Active / Inactive Toggle: Switch the view to show either active or inactive users.
Add New User: Open a form to register a new user.
Filter Button: Apply custom filters to narrow down the user list by specific criteria (e.g., branch, role).
Each row in the user list represents a CRM user and displays the following information:
Active: Indicates whether the user is currently active.
Branch: The office or team the user is assigned to.
User Name: The user’s system login ID.
Roles: All roles assigned to the user.
Lead Role: The user’s primary or default role.
Full Name: The user’s full legal name.
Email: Email address used for contact and login.
Phone: The user's phone number.
Created Date: Date the user was created in the system.
Created By: Name of the administrator who created the user.
Updated Date: Most recent date the user profile was modified.
Updated By: The admin who made the latest change.
Last Login Date: Timestamp of the user's most recent login.
Each user row includes a three-dot action menu (⋮), providing the following options:
Edit: Modify the user's details such as name, role, contact information, and branch.
View Log: Review a detailed history of actions and updates made to the user profile.
Impersonate: Log in as the selected user to troubleshoot or review their interface (admin access required).
Change Password: Reset or update the user’s login password.
Deactivate: Disable the user account to prevent future logins. The user remains in the system as an inactive profile.
FAQ: Manage Users> How to Create Users? FAQ: How to Create Users | logixx Help Center