Overview

The User Management feature in WeekMate CRM allows administrators to manage user accounts from a single location. You can add new users, update existing user profiles, or remove users who no longer require access to the system.

Managing user accounts helps ensure that team members have the appropriate access to perform their responsibilities while keeping user information up to date.

Before You Begin

Before creating or editing a user, make sure:

• You are logged in to your WeekMate CRM account.
• You have administrative permission to manage users.
• The required user information is available before creating a new account.

Steps

Create a New User

1. Log in to your WeekMate CRM account.
2. Navigate to Settings.
3. Open Company Settings.
4. Click the Total Users counter to open the user directory.
5. Click Add User.
6. Enter the required user details.
7. Review the information.
8. Click Save.

The new user will be added successfully and will be available in the user directory.

Edit or Manage an Existing User

1. Open Settings > Company Settings.
2. Click the Total Users counter.
3. Locate the user you want to manage.
4. Click the Actions menu (three dots) next to the user's name.
5. Select View, Edit, or Delete, depending on the action you want to perform.
6. If editing the user, update the required information and click Save.

The selected action will be applied, and the user information will be updated accordingly.

Video Tutorial

Watch the video below for a complete walkthrough of creating and managing users in WeekMate CRM.