Creating users
Last updated
Last updated
To create a user, follow the steps below.
1. Click Setup in the top right corner to bring up the navigation pane on the left.
2. Click Company Info on the left pane to expand related items.
3. Click Users.
4. Click Add Users on the right pane.
5. Fill out the form with corresponding information. Be sure to fill in the blanks that are marked with a red asterisk (*).
• User Name:
The user name is required, which will be displayed in the top right corner of the LogixCRM after the user logs in.
• Email
An email address is required for the new user to log in to the LogixCRM. It is usually the business email address of the user.
• Password
A default password must be pre-configured for the new user to log in to the LogixCRM for the first time.
• Authentication Method
• Department
Enter the department name that the user works for.
• IP Restriction
Select Yes to confine the use’s access to the LogixCRM to the permitted static IP addresses. If the user may need to access the LogixCRM outside of the permitted IP addresses that you define, select No.
• Force Reset Password Every
This parameter forces all user accounts on the LogixCRM to change their passwords during the next log-in after the specified periods listed as below. ⦾ 30 days ⦾ 60 days ⦾ 90 days ⦾ 180 days ⦾ 365 days ⦾ Unlimited
• Time Zone
Define the user’s regional time zone. The time zone affects the date and time in reports generated in the LogixCRM.
• Working Hour Start
Define the time that the user’s workday starts.
• Working Hour End
Define the time that the user’s workday ends.
6. Click Save and the new user has been successfully created.
7. Go back to the page of Users; the new user is now listed as an active user.
Users created in the LogixCRM are active by default. Go to Setup > Company Info > Users and select from the drop-down list in the top left corner of the right pane to view active, inactive, or all the users.
• Deactivating users
• Editing user information
• Logging in as a user
Note: Deactivating a user is irreversible; therefore, it is impossible to reactivate an inactive user. Think twice before you deactivate any user.
If you would like to authenticate the user for every log-in for your business security, choose authentication by email or mobile. After you enable the authentication, the user will need to receive a verification code via email or mobile, and enter the code to log in.
Refer to for an explicit explanation.
Refer to to define the permitted IP addresses.
You can click the inactive-user icon to deactivate a user. The gray-scale users indicate they are inactive.
If you need to change any information about the user, click the edit-user icon to edit.
The login-as-user icon enables you to log in as the selected user to see the actual functions, page contents, and information that the user has been authorized.
