Users

You can create a users from Users menu from sidebar. There are two type of users in our app :

1. Staff Members
2. Salesmans

Staff Members

Staff members are your team members. You can create staff members from Users → Staff Members page. Staff Members can create campaign, leads, forms, email templates etc.. according to their assigned permissions

Salesman

If a lead can be converted to intersted. Then a salesman user roles comes. So we We can create salesman from Users → Staff Members page.

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The following fields are used when we create new user:

• Role - If it is a staff member then we can define role for that staff member
• Name of user
• Email of user
• Phone of user
• Address of user
• Password - for loagin purpose we can set password.
• Status - user can be enabled or disabled from here.