Not only can you set up new CRM Users in Prospect CRM, but you can also set up individual permissions based on the User's responsibilities. This article will show you how to set up new Users and configure their Prospect CRM permissions as well as editing existing User permissions.
Prerequisites
You'll need Organisation Admin rights to create Users and amend User permissions
Step 1: Navigate to User Settings
In the navigation menu, click 'Settings' then 'Users' to set up new CRM Users and edit existing User's permissions.
Step 2: Adding Users
You'll be presented with a list of all your CRM Users. Click 'Invite User' to invite a new User.
Enter the new User's details, including their email address, first and last name, phone number, mobile phone number and job title. Once you've added this information, click 'Invite'.
The newly added User will now show in Manage Users list. They will automatically get an invite/activation email to the address specified.
Step 3: Updating User's Organisation Access & Permissions
To edit a User's permissions, click on 'Show Details' to the right of the User.
Update the User's Organisation Access & Permissions.
Licenced User: A paid User with access to Prospect CRM features. Once this has been selected for the user, it'll be added to your monthly invoice.
Unlicensed User: This User will appear in User drop-downs within the CRM and receive certain notifications, but cannot log into any Apps.
Disabled: Has no access to Prospect CRM as they have left the company or no longer require the access. You will not be invoiced for this User.
Organisation Admin: Tick this option if the User should be able to amend User permissions.
Step 4: Updating User's Workspace Roles
Workspace roles determine what a User can do within Prospect CRM.
Product Admin: Can configure product information and manage product groups. This is only relevant for customers with a Prospect eCommerce solution.
Export Lists: Can export lists of data (such as CRM Reports) from Prospect CRM.
Bulk Update: Can perform bulk updates on data in your CRM e.g. delete records, move records, change records etc.
CRM Admin: Can update settings and delete records within the CRM as well as add new Users.
Delete: Can remove records within the CRM. (The Delete permission also applies to deleting from the Library).
Step 5: Manage User Settings
Now that you've selected the User's Workspace roles, you can manage their User Settings. Click 'Manage User Settings' to get started. When navigating to the User Settings, make sure to save your changes so far.
Within the User's Permissions page, you can select their User Settings.
Customisation Dictionary: The Restricted Dictionary allows you to remove Cost Price and Margin from certain User's views within the CRM - learn more here.
User Group: User Groups can help to split and organise the Users of the system. This can be used for reporting purposes to see information only from certain groups of Users.
User Signature: Here you can set what default signature this User will have when sending emails via the CRM - learn more here.
List this User as an Account Manager: Ticking this box will set the User as an Account Manager, meaning they'll then be included in all Account Manager drop-downs within Prospect CRM.
Territory Restriction: Restricting by territory allows Sales Managers to assign Salespeople to customers based on where they're located. It's also possible to allow other Users within that territory to see each other's customers - learn more here.
Account Manager Restriction: By setting Account Manager restrictions, Users can then only access records they're the Account Manager of - learn more here.
Changing Existing Users Email Address
To change the email address of a User, head to the User Management screen here. Simply amend the email address within the User record to their new email address. This will effectively generate a new login identity and could invalidate their existing email/password combination.
So, for any User that uses a Prospect CRM email and password to login, they'll have to use the "Forgotten Password" feature to set a new password after changing email address.
For anyone that uses a Single Sign On (SSO) Identity Provider such as a Microsoft Office 365 account, a Google account or Xero, the password is managed by that provider, so their password won't be impacted. The email address supplied to the CRM by that provider will however need to match the SSO email address of the relevant User.
Removing a User
In order to remove a User, click show details to the right of the User.
From this menu, you can either mark them as Unlicensed (to remove their access but still have them show in dropdowns) or Disabled (removes them completely).
Once this is done you will be able to see that the user is greyed out and Show Details is changed to Grant Access, indicating that this user no longer has access to the CRM.
