Upi

What version of UpiCRM are you using please?

1. OK.
2. Good, that’s the way do do it.
3. can you make this user UpiAdmin , and then UpiUser again, and hit refresh (Shift+F5) , than add to User Tree view on users screen ?

404 – I first need some screen captures, and perhaps later on versions of installation (WP, plugin etc)

perhaps conact us on our site …?
Thanks
Uri

Hi About the 404 – need more info… never had this issue.

About Users:

every UpiUser need to be a WordPress user.
After you create a WordPress user , you can make this user either a UpiUser or a UpiAdmin.

Depending on the logged-in user’s role, UpiCRM presents one of two dashboards:
* Admin Dashboard: Presents all leads’ status and analytics data.
* User dashboard: Presents the same information, but only for the leads assigned to the logged-in user.

Users Center UpiCRM is designed to work in a multi-user / global organization environment, with up to 5 tiers of users, per your choice / definition. For Example, you can define a single “Global Sales Manager”, three “Regional Sales Managers”, under each of them – local “Sales Representatives” that are working with “External Distributors”. Per every user you can define: 1. Permission to re-assign leads back to the manager in charge. 2. Enable/Disable sending email status updates to the manager, per each status change.
All users, when connected to the UpiCRM dashboard, will see not only the leads assigned to themselves, but also the aggregation of leads assigned to the users reporting to them.

In order add users to UpiCRM: 1. Add a new WordPress “subscriber” user (Important: Do this before Adding UPICRM user/s) 2. Add the new user to UpiCRM: a. Choose the new user from the drop down list b. Choose his manager from the drop down ‘Reprts to’ list c. Add role (free text / label) d. Choose permission (role): UpiCRMUser/UpiAdmin e. Choose if a user can re-assign leads back to the manager? yes/no. f. Choose if the manager will receive notifications on the user status updates? yes/no.
Note: you can always click the “edit” icon and change the user’s role/position/permissions.

please see page 18 in the documentation / user guide found at:

UpiCRM Documentation

Thanks
Uri

Hi,
have you tried adding the new users in the Users center screen, ? each of them one by one?
thanks
Uri

If you need more help, just let us know!!!
you can contact us on our site – http://www.upicrm.com/contact

Thanks
Uri

Thank you very much for your review and rating correction, we appreciate it very much
Uri

Hello Again!
following your feedback, we have reviewed, renewed, and updated our documentation.

Please see the new UpiCRM documentation – WordPress CRM , found on our site.

any feedback will be just great!
thanks
Uri

I see the issue. didn’t see this one until now… checking!!!
Thanks
Uri