User Operations
All in-app transactions for users registered or to be registered in the system are carried out on this page.
*Note: A user added to FowCRM cannot be deleted from the system. However, it can be deactivated.*
How to Add User?
From the Settings menu, the Users page is accessed from the Security Settings menu. From here, clicking the "Manage Users" button will reach the Access application user management page. By clicking the "Add User" button on this page, the adding user tab is opened. In this menu, after the user's information is entered, the user is added by pressing the "Save" button.
Main Menu > Settings > Security Settings > Users > Manage Users > Access Page > Add User > Save
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How to Update User Information?
From the Settings menu, the Users page is accessed from the Security Settings menu. From here, clicking the "Manage Users" button will reach the Access application user management page. For the user on this page, the edit icon is clicked on, necessary adjustments are made in the opened tab and the "Save" button is clicked.
Main Menu > Settings > Security Settings > Users > Manage Users > Access Page > Edit User Icon > Save
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*Note: Only the user's name, surname, password change frequency and language options can be changed on the user editing page.*
How to Enable or Disable User?
The user can be enabled or disabled by clicking the "Activate/Disable" buttons on the Access page opened by clicking the "Manage Users" button from the Settings > Security Settings > Users page.
Main Menu> Settings > Security Settings > Users > Manage Users > Enable/Disable
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- Activating/deactivating the user from the User Detail page
The user can be activated by opening DisableAuth in the tab opened by pressing the "Detail" button on the user line to be activated or deactivated from the Settings > Security Settings > Users page, and the user can be turned into a passive state by closing it.
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*Note: The role of the user can also be determined from this tab.*
Fields in User Addition Form
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The following fields in the user add form must be filled.
E-mail Address: Indicates the e-mail address of the institution where the user will be registered to the system.
What is its role in the FowApps panel?: This is the area where the user's role in the application is determined. Admin or Basic Role can be given.
*Note: The permissions of these roles can be edited from within the application.*
- You can also add as a user to the following applications: This is the area where the applications that the user will be added and used are selected. Currently, only the FowCRM application is listed here.
Invitation Email
After the user is defined in the system, an invitation e-mail is sent to the added e-mail address. The user can register to the system by clicking the "Create Account" button in this e-mail.
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You can specify the user name, surname and password from the page that opens. Thus, it becomes active in the system. Afterwards, a Welcome e-mail is sent to the users.