Do you need to deactivate a user in webCRM and/or create a user for a new colleague? We do not recommend that you overwrite an existing user in the system, but that you always deactivate/delete the user who no longer needs to use webCRM and create a new profile for the new employee.

Changing the number of licenses:
If you need to change the number of licences it can be done here
​Configurations -> License (https://app.webcrm.com/Configuration/License.aspx).

Under "Maximum user" you can upgrade or downgrade. Please note that you can only downgrade if you have deleted or disabled users first!

Create a new user:

If you would like to create a new user you need to go to this page Configurations -> Users (https://app.webcrm.com/Configuration/Users/UserList.aspx). Click on the plus icon and fill in the information:

We also have a video tutorial that shows how to create a new user:
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Under Configurations -> Mains Settings -> Access Levels (https://app.webcrm.com/Configuration/MainSettings/AccessLevel/AccessLevelList.aspx) you can see what the different access levels give access to:

Here is how you prevent a user from exporting data to an Excel file:
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Move activities from one user to another:

Do you have a lot of organizations and activities that need to be transferred to the new employee? This can be easily done with a mass modification on a report.

NOTE: both users/employees must be active in the system if customers or activities are to be moved! You can not make filters on a user with access level "01 NO ACCESS"!

Once you have moved what needs to be moved from one user to another you can choose to disable or delete the old user. By selection access level "01 NO ACCESS" you keep the history of this user. You can also choose to delete the user completely, but then all history disappears:

Here is a video that shows how to deactivate a user:
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