User Profile Set Up, Adding Users & Access Levels ⚙️ 🛠️

User Profile Setup SOP

Objective

This SOP outlines the steps required to complete the setup of a user profile in the system, ensuring all necessary configurations are made for optimal use.

Key Steps

1. Accessing the User Profile Setup 1:00

• Begin by logging into the admin view of the account.
• Ensure that all users have been created with the provided emails and passwords.

2. Adding a New User 1:08

• Navigate to the user management section.
• Click on 'Add User'.
• Enter the user's name and email address.
• Set a password for the user.

3. Assigning User Roles and Permissions 3:16

• Choose the role for the user (Admin or User).
• If necessary, restrict data visibility to only show contacts assigned to the user.
• Set permissions based on the role, copying from an existing user if applicable.

4. Saving the User Profile 6:07

• After configuring the user settings, click 'Save' to create the user.

5. Activating the User Account 6:46

• The new user will receive an email prompting them to activate their account.
• Instruct the user to click the link in the email to log in.

6. Completing User Profile Setup 8:48

• Once logged in, the user should navigate to 'My Profile'.
• Update the password, add a profile image, and set up an email signature.

7. Connecting Email and Calendar 9:15

• Enable two-way email sync to receive emails sent from the system.
• Connect Google Calendar to avoid scheduling conflicts.

8. Setting Up Video Conferencing 11:20

• Choose a preferred video conferencing tool (Google Meet, Zoom, etc.) for meetings.

9. Configuring Work Hours and Notifications 11:40

• Set the user's working hours and time zone.
• Configure notification preferences for tasks and reminders.

Cautionary Notes

• Ensure that sensitive permissions are only granted to users who require them.
• Regularly review user access and permissions to maintain security.

Tips for Efficiency

• Encourage users to sign in with Google for quicker access.
• Use existing user permissions as templates to save time when adding new users.

Link to Loom

https://loom.com/share/1c26905ca68140558c1cc5bf8cec82f8

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