Managing Users

In this section we will see how system administrators can add coworkers into MidiCRM as users, and organize them into departments.

Understanding User Roles

User roles help define the general privileges a user may have in MidiCRM, regardless of their position within the organization. There are two different user roles in MidiCRM:

Standard User Role: This role is suitable for most users. Unless restricted by a system administrator’s settings, standard users can access all features of MidiCRM, except those reserved for system administrators. 

‍System Administrator Role: Users in this role have all the privileges of standard users. In addition, they can:

• Invite other users to your company’s MidiCRM account, set their roles and determine their user settings.
• Setup the organization chart for your company in MidiCRM.
• Download backups of your company data.
• Create custom forms for company-wide use.
• Modify various settings that determine how MidiCRM works.
• Make payments for MidiCRM subscriptions and usage.
• Start, change or cancel your company’s subscription plan.

Whoever creates your company’s MidiCRM account becomes its first system administrator. You can have multiple system administrators in your company. Bear in mind that system administrators can change the role of users, including their own. That means a system administrator can make a standard user a system administrator, and can make a system administrator a standard user.

Inviting and Editing Users

System administrators can authorize coworkers to join your company’s MidiCRM account. This is done by issuing an invitation which is sent by email. Inviting a user doesn’t automatically create a user account. A new user account is only created and added to your company when the invitation is accepted.

‍

To invite a coworker, follow these steps:

• Click Users from the top menu (May be under the More option).
• In the User Management page, click “Add CRM User” button at the top right corner.
• Fill in the required information (For more information about choosing a department, read the tutorial section about managing departments.)
• Save.

‍

If you need to make changes later, come back to the user Management page, click the user you want to change and click the Edit button.

When a Coworker Leaves Your Company

When a coworker leaves your company, make sure you revoke that user’s access rights. When you do this, all items owned by that user will be assigned to another user you designate. Here is how you can do this:

• Select Users from the top menu.
• Click the user you want to remove from your company.
• Click the “Remove From Company” button.
• Select a user who will take over the records owned by and activities assigned to the departing user.