System and permissions
How to add a user
Adding a new team member to MetoCRM: name, login e-mail, phone and password, choosing a role and putting them in a user group.
Where to find it
UsersUsers
When a new consultant, operations coordinator or accountant joins, they need their own account. Sharing a login is not only a security problem but a measurement one: on a shared account you cannot tell who answered which lead, who built which quote, or who performed an action in the audit log.
Before you start
- Adding users requires the Admin role.
- Decide which user group the person joins, and whether they need the group-manager flag.
Step by step
- Open Users from the left-hand menu.
- Click the Add User button in the top right corner.
- Enter the user's name, the e-mail address they will sign in with, their phone number and a password. The login e-mail can be changed later, but it is also where their notifications go.
- Pick the user's role. The role decides which screens they can open; which patients they can see is decided by their group and assignments — see how roles and permissions work.
- Add them to a team through the User Groups field. If they need department-wide visibility, tick the group-manager flag on that row.
- Click Save, then confirm the user can sign in with their own details and that the screens they need actually open.
Tips and common mistakes
- Tip If the consultant will make calls, remember to assign their extension on the call centre side after creating the account — without it they cannot dial out.
- Careful Deactivate a leaver rather than deleting them: their history and audit trail stay attached to the account. Hand the work over by reassigning their patients to the new consultant.
Frequently asked questions
I added a user but they cannot sign in.
Check that the login e-mail is spelled correctly and that the account is active. If you set the password yourself, ask the user to change it after their first sign-in.
Can one user belong to more than one group?
Yes. Each membership is its own row with its own manager flag — someone can be a manager in one group and an ordinary member in another.
Can I change a user's role later?
Yes, edit the user record and change the role. The user may need to refresh their session before the change shows up on screen.