Configuring and organizing users

Create and manage users from the User page. The User page enables you to manage user information for users of NexJ CRM.

Here you can add new users, change user properties, and delete existing users. You can create and manage user groups, which allow you to organize users into teams that have access to customized features in NexJ CRM, such as categories or custom fields. You can also create and manage user types and user lists. User types are groups that enable you to personalize NexJ CRM and NexJ Admin Console. User lists are collections of users used to assign activities in NexJ CRM.

The User page has the following tabs:

Users

The Users tab allows you to manage NexJ CRM users. The tab is divided into two areas:

• The users list on the left. This list display active users by default, but you can change the filter to include inactive users.
• The detail area on the right. This area is divided into three tabs which show the Detail, User Groups, and Privilege Groups of the selected user.

Privilege Groups

The Privilege Groups tab allows you to manage privilege groups, which define the actions a user is allowed to perform in NexJ CRM, NexJ Admin Console, and NexJ System Admin Console. The tab is divided into two areas:

• The privilege groups list on the left. This is a list of all privilege groups.
• The detail area on the right. This area is divided into two tabs which show the Detail and Users of the selected privilege group.

User Groups

The User Groups tab allows you to manage user groups. The tab is divided into three areas:

• The user groups list on the left. This displays all of the existing user groups.
• The detail area on the right. This area is divided into two tabs which show the Detail and Users of the selected user group.
• The Default User Permissions zone at the bottom right. This area displays all of the permissions that are assigned to users in this group by default.

User Group Types

The User Group Types tab allows you to manage group types, which are used when creating user groups, user teams, and privilege groups. The tab is divided into two areas:

• The group types list on the left. This displays all of the existing group types.
• The Detail area on the right. This area shows the details for the selected group type.

User Types

The User Types tab allows you to manage user types, which are miscellaneous groups that allow you to personalize NexJ CRM and NexJ Admin Console. The tab is divided into two areas:

• The user types list on the left. This displays all of the existing user types.
• The Detail area on the right. This area shows the details for the selected user type.

User Teams

The User Teams tab allows you to manage user teams. The tab is divided into two areas:

• The user teams list is on the left. This displays all of the existing user teams.
• The details area on the right. This area is divided into two tabs which show the Details and Users for the selected user team.

User Lists

The User Lists tab allows you to manage user lists, which are used for activity assignment. The tab is divided into three areas:

• The user lists list on the left. This displays all of the existing user lists.
• The Detail area on the right. This area shows the details for the selected user list, including those users associated with it.
• The Users area on the bottom right. This area shows the users that are a part of the selected user list.