User Management
Admins can create, edit, deactivate, and delete user accounts. Each user is assigned one role that controls what they can access.
Accessing User Management
Go to Users in the sidebar. This page is visible to Admin role only.
The Users Table
| Column | Description |
|---|---|
| Name | User's display name |
| Login email | |
| Role | Assigned role badge |
| Status | Active (green) or Inactive (grey) |
| Actions | Edit, Deactivate/Activate, Delete |
Creating a User
Click New User:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Display name |
| Yes | Must be unique | |
| Password | Yes | Minimum 8 characters |
| Role | Yes | admin, manager, or sales_user |
| Company | No | User's company name (cosmetic) |
Click Save. The user can now log in immediately.
TIP
Send the user their credentials manually — Mini CRM does not send a welcome email by default.
Editing a User
Click Edit. You can update name, email, role, and company. You can also set a new password for the user from here.
Deactivating a User
Click Deactivate to disable a user's account without deleting it. A deactivated user:
- Cannot log in
- Still appears in assignment dropdowns (for historical records)
- Can be reactivated by clicking Activate
Deleting a User
Click Delete and confirm. This permanently removes the user account.
WARNING
Deleting a user does not delete their records. Contacts, leads, and deals they created or are assigned to will remain in the CRM.
Roles
See Roles & Permissions for a full breakdown of what each role can do.