You manage noCRM users from Admin Panel > Users: buy licenses, invite colleagues, deactivate, replace or reactivate users, reset passwords and give the administrator role.
noCRM pricing is based on licenses, not users. You can create as many users as you want, and when someone leaves your company, you can transfer their license to their replacement at no extra cost.
You need:
The Admin role, to access the Admin Panel.
An available license, to create or reactivate a user.
The Dream edition, to use Team managers and the user availability status.
When you create a noCRM account, two roles are available: Admin and User. The Dream edition adds Team managers when you activate Teams. Call Campaigns add the Agent role.
Admins: access all leads, customize the account (settings, billing, logo and more), access full statistics by user, team or date, and export all this information.
Team managers: available in the Dream edition when an administrator activates Teams. They access the leads of their team members (not those of other teams), assign leads to them and access their team's statistics. To make a user a Team manager, go to Admin Panel > Teams and tick Team manager when you add them to a team. Learn how to create and manage teams.
Users: what they see depends on the privacy settings chosen by an administrator. With Teams activated, they see either what their team members do or only their own work. Without Teams, they see either all leads or only their own. Whatever the privacy settings, users only access their own statistics.
Agents: users assigned to Call Campaigns. In a simplified view, they only access the campaigns assigned to them, log calls, update statuses and add notes. They can't access the full lead list or the campaign settings.
Click your avatar at the top right.
Go to Admin Panel > Users.
Click the yellow cart button and buy the number of licenses you need.
Each new user needs an available license (outside the trial period).
Click your avatar at the top right.
Go to Admin Panel > Users.
Click + Users.
Enter your colleague's email address.
noCRM sends your colleague an invitation email. To edit their attributes, open their user page.
Deactivating a user frees their license. Their statistics, leads and prospecting lists are kept.
Click your avatar at the top right.
Go to Admin Panel > Users.
Open the Actions menu next to the user and select Deactivate.
Choose what happens to their leads: assign them to another user, move them to Unassigned leads, or decide later.
This keeps deactivated users out of your way when, for example, you filter leads by user or view statistics.
Click your avatar at the top right.
Go to Admin Panel > Interface > Others.
Select Hide deactivated users in all lists in the application.
When someone leaves, deactivating them frees their license for their replacement, so you don't need to buy a new one.
Click your avatar at the top right.
Go to Admin Panel > Users.
Open the Actions menu next to the departing user and select Deactivate.
In the dialog, choose Do nothing now, decide later.
Create the replacement user (see Add a user above).
In Admin Panel > Users, filter the list on deactivated users.
Open the Actions menu next to the deactivated user, select Manage their leads, then Reassign them.
Select the replacement user and click Apply.
The selected leads are now assigned to the replacement user.
Reactivating a user uses one available license. For example, you can deactivate a sales rep on extended leave and reactivate them when they return.
Click your avatar at the top right.
Go to Admin Panel > Users.
Filter the list on deactivated users.
Click Reactivate next to the user.
Click your avatar at the top right.
Go to Admin Panel > Account Management > Users.
Open the Actions menu next to the user's name and select Edit profile.
Replace the email address.
Tell the user about the change. They sign in with the new email address and their current password. If they don't remember it, reset their password (next section).
As an administrator, you can reset the password of a user who forgot it or left the company.
Click your avatar at the top right.
Go to Admin Panel > Users.
Open the Actions menu next to the user and select Reset Password.
Click your avatar at the top right.
Go to Admin Panel > Users.
Open the Actions menu next to the user and select Edit.
At the bottom of the profile, select Admin.
The availability status helps you route new incoming leads to available users, including teams working remotely or across time zones.
Offline: the user has never logged in to noCRM.
Online: the user is logged in to noCRM.
Away: the user has logged out. noCRM shows how long they have been away (for example, since 1 min).
In Admin Panel > Users, check the Online status column.
On a lead, click the lead owner's avatar to display the account's users. Green or grey dots show each user's availability.
The address may belong to a deactivated user. In Admin Panel > Users, filter the list on deactivated users and reactivate the user if you find them. If you can't find one, check whether another user added the address as an alias.
Click your avatar at the top right.
Go to Admin Panel > Users.
Open the Actions menu next to the user and select Deactivate two-factor authentication.
If the only administrator, who is also the account owner, needs to be replaced, contact noCRM support.
