User Management Overview

Step-by-step guide to configure User Management setup in Chakra Sales CRM

User Management Types

There are different type of user manage sections in Chakra. Users and Roles are the most important and generally used by teams. The section can be accesses by Admin and Manager Role Types only.

Access the User Management Setting via Admin -> User Management

Users

User are company employees or team members - such as sales reps, marketers, or support agents - who are mandated to access to log in, manage customer data, track interactions, update activities.

Add a User

To add a New User follow the below steps:

Go to the Users tab in User Management
Click on ⊕Invite User
Update the Invite User form
- First Name *, Last Name, Username *
- Email, Primary Phone No
- Password *
- Role *, Pods, Profile

* Mandatory fields

Click on Invite button in form to add the user

Edit User Details

To edit a user follow the below steps

Click on Edit User button against the User in the user list
Update relevant fields
Click on Update to complete the user edit

Change User Settings

To modigy other user settings, click on ⋯

Change Password

Click on ⋯

Click on the Change Password option
Update the New Password and Confirm Password fields
Click on Update

The user password is successfully updated

Change Role

Click on ⋯

Click on Change Role option
Choose the new role from the dropdown
Click on Change Role button

Note: Choose the option Allocate all the processes and tasks to other users if applicable. This will assign the existing user leads to other users randomly

To disable any user in Chakra Sales CRM, use this option. Once a user is disabled it will not allow existing user to log in Chakra using their credentials. Although, the user will continue to receive lead or chat assignment.

Disable Login

Click on Diasble Login option
Confirm the Yes, Diable Login to disable the user

The user is successfully disabled in Chakra now.

Enable Login
To enable a disables user login

For a disabled user login, an Enable Login option is visible
Click on Yes, Enable Login option.

The user is successfully enabled in Chakra now.

Delete User

To delete a user in Chakra use the Delete User option

Click on Delete User option
Confirm Delete User in the pop up window

The user is successfully deleted.

Bulk Delete Users

To bulk delete users follow the below steps.

Use the ☑checkbox to choose the users to delete in the user list
Click on Delete Users button on the top right of the User list dashboard

In the pop up window, check the deletion message:
Are you sure you want to delete the selected _ users?

User toggle option To: Allocate all the processes and tasks to other users
Click Delete

User History

To accsss the user activity history follow the step below:

Click on the User in the Name column
Check the user history in the right hand side column

Others

Search Users

Use the search bar on the top left of the user list dashbaord to search. Search by username or any user attribute like role, profile,etc

Show Deleted Users

To show delete users use the toggle: Show Deleted Users on the top of the User list dashboard

Download Users

To download user list data click on ⬇️ optionon on the top of user list dashboard. The list is downloaded in a csv file.

Roles

Role defines a user's fucntion or capacity within the organizational, primarily determining what data they can view or modify based on their role. Roles control visibility - such as allowing managers to view subordinates' records - while profiles control functional permissions (create, edit, delete).

Add a Role

To add a New role in Chakra Sales CRM follow the below steps to create a new role.

Go to the Roles tab in User Management
Click on the ⊕ Add Role button on the top right
Add details in the Create Role form
- Role Name
- Role Type (User, Manager, Admin)
- Description
Click on Create to create the new role

Edit a Role

To edit a role in Chakra, go throught he following steps

Click on Edit Role button against the Role, in the Action column
Modify any of the fields and click Update

The role is modified now.

Search a Role

To search for a role.

Go to the Search Bar 𓋰
Enter the role name or role attributes (like role type)

Download Role Data

To download the role data, use the ⬇️ button at the top of the role list dashboard. The data is downloaded in csv format.

Pods

Pods are specialiazed group of users to manage a specific cohort of leads or prospects

Add a Pod

To add a pod in Chakra:

Go to the Pods tab in User Management. Click on ⊕ Add Pod
Add the pod details in the pop up form
- Pod Name
- Description
Click on Create to create the new pod

Shifts

Define shift hours for different roles for your team in Chakra as per your business requirements.

Create a Shift

Go to the Shift tab in User Management.
Click on Add
Edit the Name of the shift
Configure Shift details
- Shift Start Time
- Shift End Time
- Working Days

Click on Save
Click on Shift Scope to configure role/user based shift settings

Delete a Shift

Access the shift by clicking on the shift name. To delete a shift, click on the 🗑 icon on the top right.

Profiles

Add User profiles available for your team in Chakra

Add a Profile

Go to the Profile Tab
Click on ⊕ Add Profile button
Add the profile details
- Profile name
- Short id
Click on Save. The profile is created

Add Profile Attribute

To add profile attributes use the Add New button to create a new attribute. Follow the standard attribute creation steps to create the profile attribute.

User Management