Admin creates user account
Admin provisions a new user account with a role, a temporary password, and optionally assigns a reporting hierarchy.
When this happens: Admin navigates to User Management — Create User.
Step by step
- 1
Go to User Management and clicks Create User.
EasyCRM shows the Create User form with fields: First Name, Last Name, Email, Username, Role, Temporary Password, Reports To, Timezone, Phone, Profile Photo.
- 2
Fill in required fields (First Name, Last Name, Email, Username, Role, Temporary Password, Timezone). Optionally fills Reports To, Phone, Photo.
- 3
Click Create.
EasyCRM checks all fields: email format, username format (3–50 chars, alphanumeric + underscore), password meets policy. EasyCRM checks email uniqueness — no other user has this email. EasyCRM checks username uniqueness — no other user has this username. If Role = Sales Rep — validates that Reports To is populated and references a Sales Manager. EasyCRM creates the user record with. Hashes and stores the temporary password. EasyCRM sends welcome email to the new user's email with a one-time password reset link (valid 24 hours). EasyCRM shows success message: User [name] created successfully Redirects to the new user's detail page.
Other paths
Reports to not required
If role is not Sales Rep — Reports To is optional. Flow continues from step 9.
If something goes wrong
Duplicate email
If email already exists. EasyCRM shows inline error: A user with this email already exists Form remains open for correction.
Duplicate username
If username already taken. EasyCRM shows inline error: This username is already taken Form remains open for correction.
Invalid temporary password
If temporary password fails policy. EasyCRM shows inline error listing unmet rules. Form remains open.
Missing reports to for sales rep
If role = Sales Rep but Reports To is blank. EasyCRM shows: Sales Reps must have a reporting manager. Please select a Sales Manager in the 'Reports To' field
Welcome email delivery failure
If email delivery fails. User account is still created. Admin sees warning: User account created, but the welcome email could not be delivered. Please share credentials manually
Good to know
- Each user has exactly one role; multiple roles not supported.
- Self-registration is not supported.
- Sales Rep must report to a Sales Manager.
- Temporary password forces change on first login.