Users and roles
Users and roles
Users and roles
To add a user
- Open
/app/userand click + Add User. - Enter the person’s Email and First Name. Leave Send Welcome Email ticked so they get a link to set their password.
- Save, then open the Roles & Permissions tab (on the full form).
- Tick the roles they need (see the table below) and save.
The CRM also has its own screen for inviting people (in /crm, Settings, then Invite User); it gives them the Sales User or Sales Manager role.
Which role to give
| Person | Role |
|---|---|
| Administrator who manages integrations and users | System Manager |
| Marketing or sales lead who reviews duplicates and exports data | Sales Manager |
| Staff who look up and update contacts | Sales User |
| Helpdesk agent answering visitor tickets | Agent |
What each role can do in Mocca is in Roles. Give people only the roles they need; Mocca Settings holds every vendor key, so keep System Manager to a few people.
When someone leaves
Open their user, untick Enabled and save. They can no longer log in, and everything they created keeps their name in its history. Do not delete users.