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User Management

List Page



  1. You can add new users from here. But before creating a user you must define his Role from the general settings.
  2. Bulk upload the users in one shot. You need to download the sample format, fill the data and upload the data
  3. You can see the Hierarchy tree of your organisation who is reporting to whom.
  4. You can filter the user data.
  5. This Unique User ID is automatically generated from our CRM and this id is mandatory for all bulk upload data through excel sheet for every module.
  6. These are the action buttons from where you can View the details of the user, Edit the details of the user or Ban & Unban the user as per your requirement.

User Add



  1. You can add user Personal,Education,Employment & Official data.
  2. You can give user id of your choice to the particular user.
  3. You to select the role/Designation of the user/executive.which can be created from the Role settings in general settings.
  4. Particular user will report to whom can be selected from here.
  5. You can enter the password of your choice. But remember that whatever email id & password you enter here will become the login credentials for that particular user for CRM.