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:

1. In NexJ Admin Console, navigate to the User page.
2. In the Users tab, click the Add button 

   

   .  The Add User dialog opens.
   

3. In the Detail tab, fill in the relevant information.

   

   The Alias field uniquely identifies a user within the NexJ database.

4. [Optional] In the Email Address field, supply an email address to enable the user to send emails from NexJ CRM, for example, from an activity in a contact's journal. The email address is marked as the user's default email address. If the email is the only communication channel specified for the user then the email is also marked as the preferred communication type in the user's profile on the Contacts workspace.
   

   

   Only one email address can be added for the user in NexJ Admin Console.

5. [Optional] Select the Create User Folder checkbox if you want to designate a folder to the new user in the Document Manager.
6. Click Change Password to assign a password to the user.
7. [Optional] Click the User Groups tab to assign the user to a user group.
8. [Optional] Click the Privilege Groups tab to assign the user to a privilege group.
9. Click OK. The Add User dialog closes.

The new user is added to the user list in the Users tab.

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:

1. Navigate to the User page.
2. In the Users tab, click the Action button 

   

    for the user you want to deactivate.

3. Click Deactivate User.
   

   

   Deactivating a user does not remove his or her information from the database. Even if you have deactivated a user, you will not be able to create another user with the same alias. This allows you to reactivate the user at any time by clicking Reactivate User.

   The Deactivate User button changes to a Reactivate User button.

This user no longer appears in NexJ CRM, NexJ Admin Console, or NexJ Admin Console, and can no longer sign into those application.

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:

1. Navigate to the User page.
2. In the Users tab, select the user whose properties you want to edit. This user's details appear in the Detail subtab.
3. In the Detail subtab, click the Edit button 

   

   . The Edit User dialog opens.
   
4. Edit the user's name, login, alias, email address, or user type as needed.
5. Click OK. The Edit User dialog closes.
   
6. To change the user's password, click Change Password in the Detail subtab and type in a new password.

7. To change the user's user group:
   

   

   If the user is a member of a user group, you can view and change the permissions the user has within that group.

   1. Click the User Groups subtab, and click the Select button 

      

       in the User Groups area. The Select User Groups dialog opens.
   2. Select from the list of available groups on the left side of dialog and click Add or Remove to add and remove user groups. User groups that the user is currently in populate the list on the right side of the dialog.
   3. When you are finished, click OK. The Select User Groups dialog closes.
8. To change the user's privilege group:
   1. Click the Privilege Groups subtab, and click the Select button 

      

       in the Privilege Groups area. The Select User Privilege Groups dialog opens.
      
   2. Select from the list of available groups on the left side of the dialog and click Add or Remove to add and remove privilege groups.
   3. When you are finished, click OK. The Select User Privilege Groups dialog closes.

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:

1. On the Contacts workspace, select the Users filter.

   

   You can search for the user using the Search by name field.

2. Select the user in the data table and click the Edit button

   

   to open the Edit dialog.

3. 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.
4. Select the required image from your Windows File Explorer and click Open.
5. 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