Who can create and manage users?
Only account administrators can create and edit users. However, each user can edit their own profile.
With that in mind, follow the steps below to create a new user:
Access the Administration screen, placed in the bar on the left of the screen
In the “Users” section, click on the “User Table” option
In the new window, click on the “New User” button in the upper right corner
Fill in the fields according to the new user's data
It is possible, even, to set up the form of the user creation window with new fields, required or optionals.
Profiles and Teams
User Profiles
The profile determines the permission levels of each user, that is, what they can do in the system. This includes, for example, permissions to view, create, edit customers, opportunities, tasks, and others.
Some profiles are already available when your account is created, but you can create as many as you want and edit the permissions of each one.
See this article to learn more about user profiles.
User Teams
Larger teams tend to have different sales teams. If this is the case for your company, you can create teams in Ploomes and assign users to each one. You can specify permissions so that each team can only view their own customers, for example.
See this article to learn more about user teams.
User created. What now?
When a user is created, a password will be sent to the email address provided at the time of creation and to the administrator who created the user. This password will be used by the user in their first login and must be changed immediately after logging in.
To do this, the user simply needs to click on their name in the upper right corner of the screen, then "Profile," and then "Change password" at the bottom of the screen.
With that, just enter the new password, confirm it and save it.
Who can deactivate a user?
Only account administrators can deactivate other users. If the user in particular is also an administrator, only the administrator who created the account can deactivate them.
Form Error
A form error is identified by a red triangle. To prevent this error, fill in all required fields (by default, they are name, email, and profile) and make sure there is no red padlock in the email field. This padlock indicates that the field is unique; that is, no two identical fields can exist in the account.
If the red field is an email address, it already exists in the database. Check if the email address is being used by another user, even if it is inactive. If you still can't find it in the account, it's possible that the email address is being used in another Ploomes account.
Visit this article to learn more about how to proceed.