User accounts

User accounts are the people in your company who sign in to easySales. Each user has a role, which decides what they can see and do.

Where to find it

Select User accounts in the sidebar. The page has two tabs: Users and Roles.

What you can do

Select New user, fill in the details and choose the Role the user starts with. A new account has no password: open it and select Set password.
Open a user to edit their details, team, time zone and calendar colour.
Deactivate a user who has left. They are signed out at once, and the records they own stay theirs until you transfer them.
On Roles, create and edit roles — see Roles and permissions.

Permissions

You need User List and View to see users, and Add, Edit and Delete to manage them. You cannot change your own role.