Configuring users
A user is an entity in NexJ CRM that represents a person who has a NexJ CRM account and uses NexJ CRM. This is typically an employee in your company. Users create and manage contacts and other information in the system.
You can manage NexJ CRM users from the Users tab on the User page.
Creating new users
To create a new user:
Deactivating users
You can deactivate any user that you no longer want accessing NexJ CRM NexJ Admin Console, or NexJ Admin Console.
To deactivate an existing user:
This user no longer appears in NexJ CRM, NexJ Admin Console, or NexJ Admin Console, and can no longer sign into those application.
Critical system users that are responsible for background processes cannot be deactivated.
Modifying user properties
Modify the properties of an existing user when you want to update their personal details.
To modify the properties of an existing user:
The user's properties are modified.
Resetting the default view for a user
Normally when a user exits NexJ CRM NexJ Admin Console, or NexJ System Admin Console, the current page and tab (as well as any section sizes and filters applied) are saved; when the user logs back into the application, it appears the same as when the user left it.
However, by clicking Clear Client State in the Detail subtab for a selected user, you can reset these changes back to the default settings, which are:
- When NexJ CRM is opened, the Home workspace is displayed.
- When NexJ Admin Console is opened, the User page is displayed.
- All filters are cleared in NexJ CRM, and the user's favorite filters no longer display on the Contacts workspace. The user will need to reselect them as favorites.
The user’s last filter selection is reset and the first filter on a page is selected by default.
- The user’s customized selection of both visible and hidden columns is reset and the data tables return to displaying the default set of visible columns in the default order.
Managing profile images for users
The profile image for a user displays in the application toolbar, at the top of the User Settings menu in NexJ CRM, in the entity banner on the detail page for the user, and in the data table for users.
Users with access to the Users predefined filter on the Contacts workspace can search for their record, modify their profile image, and refresh the application to display their modified image.
The supported image file formats are BMP, GIF, JPEG, JPG, and PNG.
The file size for an image must be less than 10 megabytes.
To add or modify a profile image for a user in NexJ CRM:
On the Contacts workspace, select the Users filter.
You can search for the user using the Search by name field.Select the user in the data table and click the Edit button to open the Edit dialog.
- Click the Picture button to the right of the image icon at the top of the Edit dialog and select the Set Picture menu option.
- Select the required image from your Windows File Explorer and click Open.
- Click OK.
To delete a profile image, click the Picture button and select the Delete menu option.
Related links
Configuring user groups
Changing user permissions