Managing Users

Managing Users

Employees in your organization can be added as Users in Bigin, assign them the role that they perform in your organization and choose the appropriate profile which gives permission to access the functions they require.
 
Users with User Management permission can add or edit users in their Bigin account.

Adding users in Bigin comes under the following cases. 
Case 1: Adding users who are new to Bigin 
Case 2: Adding users who already has an account in Bigin 

Add Users

To add Users 
  1. Login to Bigin with administrator privileges. 
  2. Go to Setup > User and Control > and choose the Users tab.
  3. Click +New user button.
  4. In the Add New User window, do the following.
    1. Enter the First Name and Last Name.
    2. Add the user's Email address.
      Choose the Role and the Profile from the drop down list.

    3. Click Invite User.
      Now an invite is sent to the User. The user will be added to your Bigin account once the invite is accepted.
Note
Last Name, Email, Role, Profile are Mandatory fields.

Edit User Details

Once the User is added to your Bigin account, you can add details such as Mobile Number, Fax, Website, Address information.

To edit User Details
  1. Login to Bigin with administrator privileges.
  2. Go to Setup > Users and control > and choose Users tab.
    Select the user whose details you would like to edit.
  3. The details of the chosen user appears on the right.
  4. Click the edit button. 

  5. In the Edit User window add the details of the user. 
  6. Click Save.

View Users

You can sort the list of users based on their status. The status includes 
  • Active Users - Users who has access to your Bigin account based on the profile chosen.
  • In-active Users - Users who no longer have access to your Bigin account. 
  • Unconfirmed Users - Users who haven't accepted the Invite.
  • Deleted Users - Users who no longer belong to your Bigin account and all the related data will be deleted.
Choose a status from the drop-down list and the users who come under that status will be displayed. 

Re-invite Users  

If the User did not accept the invite request within 7 days, you can reinvite them.  
 
To re-invite users
  1. Login to Bigin with administrator privileges.
  2. Go to Setup > Users and control.
    You will land in the users tab by default.
  3. Select the User and click the Reinvite button.
    You can also go to the Unconfirmed users view from the drop down list and choose the user whom you would like to re-invite.  

Activate or Deactivate Users

Your business hierarchy is not concrete and tends to change from time to time. Based on that, you can activate or deactivate users from your Bigin account.  

Scenario
Sophie your Sales Manager has availed Maternity leave for a period of 2 months. In that duration Rachel an existing user is assigned to take up her job as well.  
When such is the case, you can deactivate Sophie from your Bigin account and transfer the ownership to Rachel. 

Note
Deactivating a user means:
  • The user will no longer be able to access your Bigin account.
  • Access to Bigin using the deactivated email is prevented.

To activate a User
  1. Login to Bigin with administrator privileges
  2. Go to Setup > Users and Control.
    You will land in the Users tab by default.
  3. Select the Inactive Users view from the drop-down list.
  4. Choose the user whom you would like to activate.
  5. Click the Activate button.
To deactivate a User
  1. Login to Bigin with administrator privileges.
  2. Go to Setup > Users and control. 
    You will land in the Users tab by default.
  3. Select Active Users view from the drop down list. 
  4. Choose the user whom you would like to deactivate.
  5. Click the Deactivate button.
  6. Confirm your deactivation in the popup window.

Note
  • You cannot activate or deactivate the Super admin.
  • If you wish to deactivate a user A who is a super admin, then user A should transfer the super admin status to another user. Now you can deactivate user A.

Delete Users

When an employee (user in Bigin terms) is no longer a part of your organization, you can choose to delete them from your Bigin account.
Only Super Admin can delete a user.

Note
After - effects of deleting a user:
  • All the integrations configured by that user will no longer be available.
  • This action cannot be undone.
  • The records that belong to the deleted user will still be intact. It is recommended to transfer the records to another user before deleting
  • A deleted user cannot be re-invited. Adding a deleted user back in your Bigin account will be considered as a new user.
  • If the user utilizes other Zoho services, deletion of that user from the Bigin account will not interfere with other services.  

To delete a user
  1. Login to Bigin with administrator privileges
  2. Go to Setup > Users and Control.
    You will land in the Users tab by default.
  3. Choose the user whom you would like to delete from Bigin.
  4. Click the Delete button.

    • Related Articles

    • Managing Users

      In Zoho Recruit, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho ...

    • Managing Users

      In Zoho Workerly, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho ...

    • Managing Profiles

      Profile helps you define permission to access data for the users who belong to your Bigin account. The data that the users require will be different based on the role they are entitled to.    This further boosts security as profiles determine the ...

    • Assigning Users and Applications

      You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making it easy to limit who has access ...

    • Managing Zoho Mail Add-on Users

      The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...