How to set User Name when creating an Employee and how to set Employee as Administrator

Hi:

I installed and setup 7.5.2 without any problems. During setup, I accepted first user/employee as default user name Admin and I can logon as that user, no problem. However, I added another employee. That employee never received the system generated email with temporary password (email is spelled correctly and I sent test emails successfully during setup to ensure my email server is cfg. correctly). So, I asked the employee to use the Forgot Password link. However, that link asks for both User Name and Email Address. But when creating a new Employee, I do not see a User Name field. I only see the “Basic” page. Am I supposed to see an “Advanced” page when creating employees so I can set a User Name? See attached screenshot of my Create user page.

Also, how do I setup an employee as an administrator, with access similar to the default ‘Admin’ user? I do not see an Roles or Security Groups in the system and on the Create empl page I do not see any drop down to set employee type as admin.

Thanks very much for any input!

Hi,

The screenshot you’ve provided is of the Employee page. You can find username/admin options in the edit user page (found via admin).

I think this distinction exists to allow certain users to edit employee details without affecting the actual user of the CRM.

Thanks,
Jim

2 Likes

I see now. Thanks very much for your help!