System Users are able to log into the back end of your Neon instance and see constituents' information. It looks something like this:
A logged in constituent can only ever see their own information. If you allow constituents to log in, they will see something that looks like this. Logged in System Users will not see a screen like this.
Follow these steps to add additional System Users to your CRM.
Navigate to the Settings cog > User Management.
Select New User. Fill in at least their email address and name.
Choosing someone's User Group determines their permissions in the CRM.
- Choose System Administrator for someone who can see, edit, and delete everything in the CRM.
- Choose System User for someone who can manage everything except Global Settings.
Click Create User. They will shortly receive an email requesting that they establish a username & password for their System User account.
The verification links are valid for 24 hours. If the user does not receive the email or fails to confirm their email address within this time, resend the verification email from the Edit screen of their user account:
Once the user verifies their account, but before they log in, their account will appear on your System User list with a status of Verified:
After they log in for the first time, their status will change to Active and their last login time will appear in the appropriate column: