Users and permissions
Invite your team, set roles and what each person can see.
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- How to add a user from your teamIn Settings › My Staff, click Add User, enter the name, login email and phone, choose the role and permissions, and save. The person signs in to Elooo CRM with that email.
- How to change or reset your passwordWhile signed in, go to Settings › My Profile, enter your current and new password in the Change Password section, and click Update. If you forgot it, use Forgot Password? on the sign-in screen.
- How to change the email you sign in withTo change your own login email, go to Settings › My Profile › Security and confirm the change with a code (SMS or authenticator app). An admin can change another user's email in Settings › My Staff.
- How to create your email signatureIn Settings › My Profile, on the General tab, write your signature in the editor, turn on Enable signature on all outgoing messages and save. Each user has their own signature.
- How to fix problems signing in to Elooo CRMIf you can't sign in, check your email and password, look for the security code in spam, allow cookies for Elooo CRM, turn off VPN or antivirus web protection, and clear the site data in your browser.
- How to set a user's role and permissionsIn Settings › My Staff, edit the user, open Roles & Permissions, choose Admin or User, turn on only the modules they need and, if you want, turn on Only Assigned Data. Save when you're done.
- How to turn on two-step verification with an authenticator appIn Settings › My Profile › Security, open the authenticator app setup, scan the QR code with the app on your phone, enter the code it generates and save your backup codes.