Create and manage users in OnePageCRM

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


1
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.


2
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 the 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


    1
    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.


    2
    Select from the dropdown options in the Access field:
  • User
  • Administrator
  • Focused User (available on Business plan)


    • Change User password


    1
    Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select your user profile.


    2
    Click on the Change password link.


    3
    Enter your New password → click Save.

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