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”
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  3. You will see a list of user names registered with your company's CRM. Select your account.
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  4. You can change several things in these settings, including the following:
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    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).

    - Currently, there is the activation of Multi-Factor Authentication (MFA) which can help you maintain the security of your data on Qontak. If you have activated MFA with a certain role, then every time you log in, you will be asked to enter the OTP sent to your email.
    - List of affected roles:
    1. Agent, with access settings for all features to "Everything"
    2. Member with access settings for all features to "Everything"
    3. Administrator - Triggers that can activate MFA on your User:
    1. Changing from Trial Subscription to Main Subscription, will make you who have the role of Admin, member, and agent with the criteria for access to all features is "Everything" to activate MFA.
    2. You who are a new user with the role of Administrator, member and agent with the criteria for access to all features is "Everything" will activate MFA.
    3. Your changes as Admin, and member or agent with 'everything' access to all permissions will make you active MFA.

    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:
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    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.
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Important
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.