How to Manage Your Team's Employee Accounts

Introduction

The main Users module is the central place for managing your own company's employee accounts. These are the internal users who need access to log in and use Brilliance CRM.

Note: This is different from the Users tab found within a customer Account, which is used for managing your client's contacts.

How to Get Here

From the main menu on the left side of the screen, click on the Users module.

Understanding the User List

You will see a list (or grid) of all the current employee accounts for your company. From here you can see key information and perform several actions.

What You Can Do:

• + Add New: Click this to add a new employee to your company's CRM account.
• Filter: 
  • Show Active: This is the default view and shows you all current, active employees.
  • Show Inactive: This will show you only users that have been deactivated (for example, former employees).
  • Show All: This shows you every user, both active and inactive.
• Edit: Click the pencil icon (✎) next to an existing employee to edit their profile information.