📋 Overview

The Users Management section is a comprehensive administrative interface designed specifically for administrative departments and real estate company managers to control user accounts, access permissions, and organizational structure. This system provides complete oversight of all user accounts within the CRM platform, enabling efficient user lifecycle management and security control.

When you access the Users section, you'll find a complete directory of all system users with advanced filtering capabilities, user creation tools, and detailed configuration options for role assignments, project access, and communication settings.

📂 Users Directory Overview

The Users section displays a comprehensive directory of all system users, providing administrators with complete visibility into user accounts, their roles, and access levels throughout the organization.

🗂️ Directory Features

👥 Complete User Listing

System-Wide View: Access to all user accounts currently registered in the system, providing administrators with comprehensive oversight of the entire user base and organizational structure.

🔍 Advanced Filtering

Role-Based Filtering: Use the Filters functionality to display users based on specific roles, allowing targeted user management and streamlined administrative operations.

⚡ Quick Access Tools

ADD NEW Button: Instant access to user creation functionality, enabling administrators to quickly add new team members with proper role assignments and access controls.

🎯 Filter Configuration

📋 Role-Based Filtering

The Filters feature allows administrators to narrow down the user display based on specific roles, making it easier to manage users within particular departments or with specific access levels. This targeted approach streamlines user administration and enables focused management operations.

💡 Efficiency Tip: Use role filtering to quickly identify users who need permission updates, role changes, or access modifications within specific departments.

➕ Create New User

The user creation interface provides comprehensive configuration options for new user accounts, including personal information, role assignments, project access, and communication settings for complete user setup.

📝 Basic User Information

👤 Personal Details

Name*: Full name of the user (Required)
Email*: Primary email address for system access (Required)
Mobile*: Contact phone number for communications (Required)

🔒 Security Configuration

Password*: Secure password for user authentication (Required)
Confirm Password*: Password verification for accuracy (Required)

🔐 Role and Access Configuration

👔 Roles

Permission Assignment: Select the specific role(s) that define the user's access permissions and system capabilities. These roles are configured in the Roles Management section and determine what features and data the user can access.

🎯 Role Integration: Roles define comprehensive permission sets created in the Roles Management section for precise access control.

🏢 Projects

Project Visibility: Define which specific projects the user can view and work with. This controls the user's access to project-specific data, units, and operations within the system.

💡 Multi-Selection: Hold CTRL key while clicking to select multiple projects for comprehensive project access.

🏗️ Parent

Direct Supervisor: Assign the user's direct manager or supervisor. This establishes the organizational hierarchy and reporting structure within the CRM system, determining supervision and oversight relationships.

🏢 Hierarchy: Parent assignment creates proper organizational structure and enables hierarchical access control.

📱 Communication Configuration

Configure automated SMS messages that will be sent to clients when this user performs specific actions. These personalized messages enhance customer communication and maintain professional interaction standards.

📩 SMS-Assign

Client Assignment Notification: This critical message is automatically sent to clients when they are assigned to this specific user. It introduces the user to the client and establishes the initial communication.

🎯 Purpose: Creates professional first impression and establishes clear communication channel between user and assigned clients.

📵 SMS-Not-Reply

No Response Status Message: This critical message is sent to clients when this user updates their status to indicate that the client did not respond to contact attempts. It maintains communication transparency.

📞 Communication: Keeps clients informed about contact attempts and encourages response for continued engagement.

⚠️ Important Communication Notice

Both SMS messages are critically important for maintaining professional client relationships and communication standards. Ensure these messages are carefully crafted to reflect your company's communication style and provide clear, helpful information to clients about their interaction status.

💡 User Management Best Practices

🔒 Security Guidelines

Implement strong password policies, regularly review user access levels, and ensure proper role assignments match job responsibilities for optimal security and system integrity.

📋 Organization Structure

Maintain clear reporting hierarchies through proper parent assignments and ensure project access aligns with user responsibilities and departmental structure.

💬 Communication Standards

Craft professional SMS messages that reflect company values and maintain consistent communication standards across all client interactions and status updates.

⚠️ Administrator Security Notice

Critical User Management Warning: User creation and management directly impacts system security, data access, and organizational workflow. Ensure proper role assignments, verify project access permissions, and maintain accurate organizational hierarchy. SMS messages should be professionally crafted and tested before implementation. Regularly audit user accounts and access levels to maintain security compliance and operational efficiency.

👤 Users Management