Web Based CRM

CRM Web Based User Administration

CRM Users

Only the administrator of the Web Based CRM will have access to the User Administration section of the Web Based CRM. The general user is only capable of editing his/her own profile including ability to change password.

Add New CRM Users

To add new users, an administrator at the Web Based CRM should,

  1. Click on "Add User" link from his/her customized menu (appears below Welcome greeting).
  2. The username and password must be provided in the form that appears.
  3. Upon submission of CRM form, the username is validated. If the username already exists the notification would be displayed and the information should be re-entered.
  4. When a valid username and password is provided, a form to enter detail information is displayed.
  5. The should be properly filled up and submitted.
  6. The form validation is done and notification is done for any mistake made while filling up a form.
  7. If the form is validated successfully, user is added and notification is done.
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Edit / Delete CRM Users

Administrators can edit/delete any users from the the Web Based CRM where as general users can only edit their own profile. To edit/delete users, an administrator at the Web Based CRM should,

  1. Click on "Users" link from his/her customized menu (appears below Welcome greeting).
  2. The alphabetically sorted list in order of username is displayed along with search option. The search option facilitates user to filter the users with respect to username, first name, last name, title, state or city.
  3. The particular user record to edit/delete should be selected with the help of option button.
  4. In case of delete the system asks for confirmation and the user record is deleted after confirmation.
  5. In case of edit, the edit form is displayed.
  6. General users should click on "Edit Profile" link from his/her customized menu (appears below Welcome greeting).
  7. The user information should be changed in the form fields and the form should be submitted.
  8. On successful edit action, the notification is displayed.
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Viewing CRM User Details

Administrators can view details of any users where as general users can only view their own profile. To view user details, an administrator at the Web Based CRM should,

  1. Click on "Users" link from his/her customized menu (appears below Welcome greeting).
  2. The alphabetically sorted list in order of username is displayed along with search option. The search option facilitates user to filter the users with respect to username, first name, last name, title, state or city.
  3. The particular user record to view should be selected by clicking on the link in username field of the listing.
  4. The details of the selected user is displayed.

To view his/her own profile, general users should click on "My Profile" link from his/her customized menu (appears below Welcome greeting).

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