Please Note:
If you are unable to see a 'Settings' option then you do not have the required admin permissions to modify this section
Your sheepCRM User account is different to your sheepApp User account - sheepApp accounts cannot be managed from sheepSettings and will need to be created separately.
You can use the same email address for both accounts, but we strongly recommend using different passwords for the two accounts
How do I navigate to sheepCRM Users?
Go to settings.sheepcrm.com and log in to your CRM User account, if not already.
Select Users tab in the top navigation tab
Select Users option from the left hand menu
How do I view a list of current Users?
From settings.sheepcrm.com, click on the Users tab in the navigation and click on Users option. This will display a list of active Users with their name, email, roles and User Groups. Click on a User row to bring up a side panel with the account permissions and details.
How do I change the email address for a User?
For security reasons we do not allow an email address for a User account to be changed. To change the User's email address please remove the existing User and re-add using the new email address.
How do I change the password for a User?
For security reasons we do not allow a password for a User account to be changed in by another User or ourselves. To change the password for a User, the User must go to the login page and click on the forgotten password option on the login form and follow the on-screen steps to reset their password
How do I manage the permissions for a User?
Click on the User you wish to manage to bring up a side panel with the User details, roles and User groups. Both roles and User groups are used to manage the permissions of the User account.
What are User Access levels and options?
Access levels are pre-defined packs of 'default' permissions that will suit most of your CRM Users. Click on the switch to flip from 'yes' to 'no' and vice versa. Greater access levels include all permissions from the preceding levels
The following options are available:
Basic: basic read access with limited write access
Editor: wider read & write permissions than basic
Staff: usually has full read & write access to all records but can't change database settings
Admin: can modify database settings
Please Note: If you are assigning custom User Groups you may wish to set all access levels to 'no' to prevent conflicting rules.
What are User Groups and How do I create a User Group?
User groups or more specific, custom packs of permissions that will often be used for team leaders and other 'area-specific' Users that require a bespoke set of permissions.
Click on the User Group field and start typing the name of an existing User Group to see suggestions or matches below. Select the matching group from the list to add it to the User account. Multiple groups can be added through this process. To remove a group, click on the x icon by the group name in the field.
Your User Groups can be defined and set-up in the User Groups option in the left-hand navigation.
To create a new User Group please contact the sheepCRM team as an initial set up is required. See here for more details.
How do I Invite a new User to my flock?
To invite a new User, click on the add User button located in the top right of the Users settings page. This will bring up a blank side panel for you to add the email address, name and permissions of the new User.
Please Note: The email address you enter into sheepCRM is case sensitive so please ensure your member uses this exact address.
You can have sheepCRM automatically send out an invitation email to the User's email address with instructions on activating their account if you set the send invitation email switch to 'yes'.
If you do not send out an invitation, User fails to receive the invite or the invite expires, the new User can go to the login page and click on the activate my account option on the login form and follow the on-screen steps to set their password.
⚠️ If users repeatedly enter incorrect passwords their account will be temporarily blocked. For more information please contact support.
For V6 Alpine Users - Please inform your new user that when they first log in to go to core.sheepcrm.com and bookmark that as their homepage.
How do I remove a User from a flock?
Click on the User you wish to remove to bring up a side panel with the User details, roles and User Groups. To remove the User, click on the delete option in the bottom right of the side panel. You will be asked to confirm the decision. This process will immediately remove the User from your flock along with any permissions assigned.
Please Note: Removing a User does not remove any data that was associated with that User so no data will be lost in this process