After step 2, click on the Save button at the bottom of the page. This will create a new user and a success message will be displayed on the screen.
After creating a new user, a confirmation mail will be sent to the new user's mail id. The new user will get activated in the system only if the user acknowledges the mail, by clicking on the link given in the mail and setting his password.
It is mandatory to assign a profile to each user in Kylas CRM. A profile defines what are the activities the user is permitted to perform in the CRM. This article covers the steps for creating new user profiles and defining the permissions for each ...
Kylas CRM allows Admins and Super Admins to manage user activity status with ease. Activating or deactivating a user helps manage access control and ensures only authorized personnel can interact with CRM data at a given time. Prerequisites You are ...
The Shift feature in Kylas CRM enables organizations to define and manage user working hours. This helps improve task planning, lead routing, assignment rules, and overall productivity tracking. Shifts can be configured for different teams working ...
In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on ...
The article covers the steps to be followed by a user to complete his verification process. The user verification process will be initiated after the User Creation process. Once a user account is successfully created by the admin in the Kylas CRM, an ...