Manage users in OnePageCRM

Edit user details and permissions, including their name, email, phone number, and password.

Only the Account Owner or Admins can manage user details and passwords for Subusers.
Subusers can manage their own details and change their password.

Change User details

Go to Users → select the user profile you want to edit.

Users, Plans and Billing | Users

Update the required details → click Save.

First Name

Last Name

Email address (Username)

Phone number

User Group

Password

User profile

💡 When transferring a user profile, disable 2FA first so the new user can log in.

💡 Under Permissions, update the user-specific permissions.

Go to Users → select the user profile you want to edit.

Users, Plans and Billing | Users

Select an option from the Access dropdown options → click Save.

Administrator

User

User profile | Access

Go to Users → select the user profile.

Users, Plans and Billing | Users

Click on Change password.

User profile | Change password

Enter the new password → click Save.