Staffs Module

What This Is

The Staff module is where you manage people who can log in to Franmantra CRM. Each user can have personal information, login access, and a role.

A role controls what the user can see and do.

Video guideStaffs Module

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When To Use It

Use Staffs when you want to:

• Invite a new team member.
• Review who has access to the CRM.
• Assign a role to a user.
• Check user details and permissions.
• Manage staff access as your business changes.

What You Can Do

In the Staffs module, you can:

• Add or invite a new user.
• Enter user details such as name, email, and phone number.
• Assign a role to control access.
• View permissions based on the selected role.
• Send an invitation so the user can join the CRM.
• Edit a staff member's details when you have the required access.
• Reset another staff member's password from the edit page.

Basic Workflow

1. Open Settings > Staff.
2. Click Add.
3. Enter the user's required details.
4. Select the correct role.
5. Review the permission information.
6. Click Send Invite.

Example

If you hire a new salesperson, add them as a user and assign a sales role. They can then log in and work on contacts, deals, and tasks.

If a staff member cannot sign in, open that user's edit page and use Reset password to set a new 8–16 character password.

Notes

• User permissions come from the assigned role.
• If a permission is wrong, update the role instead of changing it from the user form.
• Use correct email addresses because invitations are sent by email.
• A password reset for another user is available only to authorized staff managers.