How to Edit User Details

Article author
Learning Center Mekari
  • Updated

The Edit User Details feature can only be done by users with an Admin role or if the user is not an Admin, then they can only edit their own profile. Make sure you are an  Admin in the company's CRM to be able to change user details.

To change user account details, you can follow these steps:

  1. Click the arrow located to the right of your username (at the top right of the CRM dashboard).
  2. Select “Profile Settings”
    Screenshot 2023-08-08 at 10.55.18.png
  3. You will see a list of user names registered with your company's CRM. Select your account.
  4. You can change several things in these settings, including the following:
    No. Button/Column Name Description
    1 First name User's first name (can be full name or nickname). See here to change it.
    2 Lastname User's last name (can be the user's full name, nickname, or division/section name). See here to change it.
    3 Mobile phones Mobile phone number of the user, if required. See here to change it.
    4 Owner The name of the owner of the user.
    5 Email address The email that you registered at the beginning of account registration cannot be changed.
    6 NIK User's Identification Number, if required.
    7 Company The name of the user's company/organization.
    8 Photo Image display (display picture) from the user.
    9 Attachments Attachment of required documents/photos, as completeness for CRM users (if needed).
    10 Primary team The primary team of the account (if implementing a team within CRM).
    11 Secondary team The second team from the account (if you are part of more than 1 team).
    12 Tags For additional information, as a marker for a user account.
    13 Staff level Staffing levels within the organization (if required).
    14 Roles Account levels in CRM, in the form of Admin and Member (Admin: has wider access to CRM, usually owned by Supervisors; Member: access for staff, under supervisors).
    15 Currencies You can select an individual currency that is separate from the organization currency or company currency that is set in the Settings menu as the default (initial setting).
  5. You can also change other settings, such as:
    1. User Performance:  You can fill in sales achievement targets that must be met by users per month in this tab.
    2. User Permissions:  Restrictions on access to the database stored in the CRM for each registered user.
    3. Tracking Time:  Setting working hours and attendance hours for all users who are members of the CRM (related to the  Live GPS Attendance Tracking feature).
  6. Select "Update User"  when the setting changes have been completed. The system will save the most recent setting data.

In some cases, the Edit User Details feature cannot be accessed due to several points that need assistance from our teams, such as the Password and E-mail Address. If this happens to your CRM account, please contact our consultant or Support team to help with the problem.