Creating and Editing Users in EliseCRM

Community Managers and Organization Admins can create new users and update existing users in EliseCRM.

Adding a User

To add a new user in EliseCRM:

1. Navigate to the Users page from the left sidebar in EliseCRM
   
   

2. Click the "Invite" button in the top right corner to open the user invite modal
   
   

3. Add the new user's email in the Emails box

   • To add multiple users at once, enter the email addresses separated by commas
     
     

4. Select the Organization, Roles, Communities, and Community Groups (optional) for the new user

   • Note that these selections will apply to every email listed in the Emails box if adding multiple users

   • For more information on User Roles, see EliseCRM User Permissions

5. Click "Send" to send an email invitation to each new user

Editing Users

To edit an existing user, such as to change their user role or assigned communities:

1. Navigate to the Users page from the left sidebar in EliseCRM
   
   

2. Search for the user with the search bar at the top of the page

   • Users can be searched by name, email, or phone number
     
     

3. Click on the user to open a side panel on the right side of the page
   
   

4. In the side panel, update the user as needed and click "Save" at the bottom
   
   

The updates will take effect immediately, but you may need to refresh the Users page to view any changes.