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How to edit User Details?

User on Web [Admin/Manager Only]

Step 1: Log In and Go to the User Tab

  1. Log in to your Outperform account with an Admin or Manager role.
  2. From the left menu, click on the User tab.

Step 2: Edit the User Details
Click the pencil icon next to the user you want to edit.
Update any necessary fields such as:

  1. Name
  2. Contact Number
  3. Role
  4. Contact Read Write Permission
  5. Permission and Web Lead
  6. Teams

Step 3: Save Your Changes

  1. After editing, click the Update button.
  2. You’ll see a confirmation once the changes are saved successfully.

Contact Read Write Permission

Contact Read Write Permission is where you can choose the accessibility of a user. Commonly, Admin will be given access to Read, Write & Delete while Sales Rep will be given access to Read & Write only.

Permission and Web Lead Active

Permission and Web Lead Active are set to active by default. You can change it to inactive if you want.

Permission: User permission to access NexCRM on Web and App

Web Lead Active: To allow a user to receive inbound leads from marketing channels like Facebook, Website, Google Forms.

Teams

Teams need to be checked at least in one team for user to receive inbound marketing leads. You may select more then one team.

Done!

You have edited user details.

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