How to invite / create users in Sangam crm

General Support
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I want to invite my team to use the sangam CRM, how we can create user in sangam CRM?

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To create a new user in Sangam CRM, navigate to the admin panel and go to User Management. From the list of existing users, click the plus icon. You will be prompted to enter basic information for the new user.

Basic User Details

  • First Name and Surname: Enter the user’s name.
  • Username: You can use the first name, first name dot last name, first name space last name, or email address as the username. The source recommends using the first name and last name.
  • Email ID: Enter the user’s personal email address. This is the email address that will be used for system notifications. The source recommends avoiding the use of generic or shared email addresses.
  • Phone Number: Enter the user’s phone number to receive alerts via SMS. Multiple numbers can be added, but the primary number will be used for alerts.
  • User Type: Select one of the following user types:
    • Regular User: A regular user can see the CRM based on their assigned roles and teams.
    • System User: This user has access to the admin panel and can see and modify all data and configurations. The source recommends assigning only one system user to prevent issues with conflicting changes.
    • Help Desk User: This user type is used to create accounts for customers, allowing them to log in to the CRM and create tickets. The source notes that you can customize the role for help desk users to adjust data visibility and access.
    • Partner User: This user type is used for dealers or distributors and allows them to see data related to the customers they have referred to your business.
    • Group User: This user type is used for users who do not require a CRM login but need to receive alerts and be included in work allocation processes. Group users are not charged because they cannot enter data.
  • Designation: Enter the user’s job title (e.g., Senior Solutions Architect).
  • Department: Enter the user’s department (e.g., CRM).
  • Birth Date: Enter the user’s birth date.
  • Anniversary: Enter the user’s anniversary date.
  • Reports To: Select the user’s reporting manager. This is important for data visibility and hierarchy management. The reporting manager will have access to the user’s data. You will need to make sure the reporting manager’s role is configured to allow them to see their team’s data.
  • WhatsApp: Enabling this option allows users to be redirected to WhatsApp Web from within the CRM.
  • Attendance Allowed: This option allows users to clock in and clock out using the mobile app.
  • Attendance Admin: This option grants a user permission to change clock-in and clock-out times. This permission is typically reserved for HR personnel.
  • Comments and History: Any relevant user information can be added to this field.

After entering the basic details, click Save. This will create the user account. You will then be able to set the user’s default team and email settings.

Additional User Settings

  • Default Team: This setting determines which team is assigned by default when a user creates a new record. The default team will be set to “All” after the initial user creation. You can change this to the user’s private team in the Edit User screen.
  • Email Settings: In this section, you can configure the outgoing email settings for the user. This includes:
    • Email Address: Enter the user’s email address.
    • Password: Enter the user’s email password. The sources note that for Gmail or Google Workspace accounts, you will need to generate an app password to use in this field.
    • Mail From: This is the display name that will be shown when the user sends emails from the CRM.
    • Reply To: This is the email address that replies to emails sent from the CRM will be sent to.
    • Email Signature: You can create a custom email signature for the user, including images, videos, and links.
  • Advanced Settings:
    • Time Zone: The user can change their time zone if it’s different from the default setting.
    • Date and Time Format: Users can adjust the date and time format to their preference.
    • Currency: Users can select their preferred currency if it’s different from the default.
    • Module Visibility: Users can enable or disable the visibility of modules based on their needs.
  • Password: Users can set their own passwords for their profiles. The sources note that the CRM enforces password complexity requirements and will not allow users to save passwords that do not meet these requirements.

Other User Options

After the user is created, you can also access additional options for managing the user’s profile:

  • Roles: You can see which roles are applied to the user and what permissions they have.
  • Access: You can see which teams the user has access to and what data they can see.
  • Employee Cost: You can set the user’s hourly cost, which will be used to calculate the cost of their work.
  • IP Restrictions: You can restrict the user’s login to specific IP addresses.
  • Mobile Statistics: You can view statistics about the user’s mobile device, such as the operating system, app version, and permissions granted.

The sources emphasize the importance of training users on how to use the CRM and helping them to set up their profiles correctly. This will help to ensure that they can start using the CRM effectively and efficiently.

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