Manage Users in OnePageCRM

In OnePageCRM you have multiple options to manage your users, including the user-specific permissions.

In this article:
Add a new user to your account	Managing User Permissions
Remove a user from your account	How to change the Account Owner
Edit/Update user details	How to add a profile picture?

Add a new user to your account

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the + Add User button.

Note: If you've reached the maximum number of paid users, you have to purchase another seat before inviting a new user.

In the Add user pop-up, enter values for the required:

First name

Last name

Email address (Username)

Select either User or Admin from the Access drop-down → click Next to open the Permissions tab.

Notes:

Administrators have access to the full account without the need to enable permissions. Once you select Administrator click Send email.
If you are in the Business plan, you can also select Focused User and select a User Group.

In the Permissions tab tick each privilege to enable access → click Send email to add the new user.

Note: An automated email is sent to the newly added user with the link to set up the password for the OnePageCRM account. Once the recipient clicks on the link within the email, they will be prompted to follow the steps to build their sub-account.

Remove a user from your account

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the user profile whom you wish to delete.

In the Edit user's details pop-up select Delete user.

In the Delete user pop-up, select:

A user to whom you want to assign the removed user's contacts.

The checkbox to confirm that you want to delete the user.

Click Delete.

Notes:

If you add a new user to fill this seat you will not be charged again until your next billing period.
If nobody else is joining the team, then you must adjust the number of users on your billing page accordingly.

Edit/Update user details

User details such as first name, last name, email address, phone number, and password can be edited within your OnePageCRM account. User permissions can be edited along with the user details.

Please note:

The Account Owner and Administrators can change the user details and password for Subusers as well.
Subusers can only change their own password.

Change User details

Change User type

Change User password

Change User details

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the user profile whom you wish to update/edit.

In the User details tab, you can change the following details:

First Name

Last Name

Email address (Username)

Phone number

Notes:

If 2FA is enabled for the user and you are making this edit to allow another team member to take over, please disable 2FA first, otherwise, the new team member will not be able to log in as 2FA set by the other team member will be required on login.
Here you can also edit the User Group (available on the Business plan).
Under the Permissions tab, you can update the user-specific permissions as well.

Change User type

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the user profile for whom you wish to update the access.

Select from the dropdown options in the Access field:

User

Administrator

Focused User (available on Business plan)

Note: See limitations for each type of user access here.

Change User password

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select your user profile.

Click on the Change password link.

Enter your New password → click Save.

Managing User Permissions

Please note: Only the Account Owner or Administrators have the authority to change the permissions of a user.

Change user permissions

Overview of user permissions

Change user permissions

Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the user profile whose permissions you wish to update/edit.

Under the Permissions tab select the appropriate check-boxes to assign one or more specific permissions for a User → click Save to save any changes.

Overview of user permissions

There are four types of users in OnePageCRM:

Account owner
Administrator
User
Focused User (only available in the Business Plan)

The Account owner role is automatically assigned to the person who creates the account in OnePageCRM and does not have any limitations on permissions. The Account owner cannot be deleted, so it’s important to ensure that the main decision-maker in the company is the Account owner from the beginning. Note: If the Account owner leaves, then it’s important to transfer the ownership to another user.

The Administrator role is similar to that of the Account owner but doesn’t have access to delete the account or remove themselves or the Account owner.

The user is someone who has been added to the account by the Account owner or an Administrator. Their permissions will be managed by the Account Owner and/or Administrators of the Account. Choosing which permissions to assign your users is an important decision to make as you plan for the security of your CRM data.

The Focused User is someone who can only view contacts assigned to them. Focused Users cannot access any contact that is not owned by them or assigned to them. The Focused User is perfect for working with external freelancers and contractors or training new team members.

The table below shows all permissions that each user type has and can be granted.

Permissions		User Types
	Account owner	Administrator	User	Focused User
Add User / Remove User	✔	✔	✘	✘
Delete Account	✔	✘	✘	✘
Manage Billing’s page	✔	✔	✘	✘
Manage Account Settings (Action Stream, Contacts, Deals preferences)	✔	✔	✔	✔
Manage Account Settings (Custom Fields, configuration of integrations)	✔	✔	✘	✘
Manage customization of Accounts ( Status labels, Lead sources, Call results, Localization, Next Action settings, contacts display as an organization or individual)	✔	✔	✘	✘
Manage User details and User permissions	✔	✔	✘	✘
Delete Contacts	✔	✔	Request permission	Request permission
Own private contacts	✔	✔	Request permission	Request permission
Export contacts and deals in bulk	✔		Request permission	Request permission
Save to Google Contacts	✔	✔	Request permission	Request permission
Download vCard	✔	✔	Request permission	Request permission
Full (two-way) email sync	✔	✔	Request permission	Request permission
Delete Deals	✔	✔	Request permission	Request permission
View Pipeline page	✔	✔	Request permission	Request permission
Edit own targets	✔	✔	Request permission	Request permission
Add/Edit deal items	✔	✔	Request permission	Request permission
View Activity page	✔	✔	Request permission	Request permission
Create and edit reports	✔	✔	Request permission	Request permission
Bulk update Status	✔	✔	Request permission	Request permission
Bulk update contact owner	✔	✔	Request permission	Request permission
Add/Edit/Delete Autoflows	✔	✔	Request permission	Request permission
Add/Edit/Delete Web Forms	✔	✔	Request permission	Request permission

Notes:

OnePageCRM is a shared database so all users will have access to the following:

Import contacts
Add, view, and update contacts
Assign actions, update contacts’ statuses, add notes, deals, and tags
View other users on the account
Change their own details and password
Run/save filters

The sales targets are part of the Pipeline page, so only if they have access to the Pipeline page can they be given the option to edit their own Targets.
If you wish to grant full access to the user, select the Administrator option from the drop-down instead of User.

How to change the Account Owner

The Account Owner is the creator of your OnePageCRM account. They are the only person who can delete the account or make changes to their own profile. As the position of the account owner never changes in OnePageCRM, if you wish to update them, you must log in as them and update their details.

Important note: These options are only applicable if the current Account Owner is leaving the CRM.

If you need to switch places with the Account owner, please contact us.

Change an existing user into the Account Owner

Change a new user into the Account Owner

Change an existing user into the Account Owner

Log in as the current Account Owner → go to your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab.

Open the User profile of the new Account Owner → select Delete user (this will make sense in 1 minute).

Note: During this process, you will be asked to assign the contacts and actions to a remaining member, simply select yourself (Account Owner profile for now).

Select the current Account Owner profile.

Update the details to the new Account Owner's details (The User you just deleted) → Hit Save.

Update the following details:

Email address

First and Last name

Phone number (if required)

If nobody else is joining the team, adjust the number of users on your billing page accordingly, see here/a>.

Note: Hover over the profile photo to change the image, see here.

Change a new user into the Account Owner

Log in as the current Account Owner → go to your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the current Account Owner profile.

Update it to the new Account Owner's details → Hit Save.

Update the following details:

Email address

First and Last name

Phone number (if required)

Notes:

We would recommend changing the current password to a new password, see here.
Once the switch has taken place when you click on Activity - for past activities like emails, notes, and call notes, this activity completed by the previous Account owner will show under All team members on the filter bar. However, at a contact level, it's clearly logged that they completed the actions / added the notes.
The Email Capture address will change, see here where to find the new one.
If the previous account owner has connected to our Email Send integration, please disconnect and connect your email account.
We would recommend the new Account Owner to attend a 30-minute Getting Started webinar. To register, please click here.
If you're an existing user on the account and want to switch places with the Account owner, please contact our support team.

How to add a profile picture?

Go to your User/Profile icon (top-right) → Users, Plans and Billing → Users tab.

Click on your intials or your profile picture.

Here you can either:

Upload a photo from file.

Upload the photo from a URL.

Crop your photo as needed → select Upload.

Note: To delete the picture, click on the profile picture and select Delete.