FAQs in this section
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
What are Autofill Values from the Email Body in mailroom rules?
How do I verify the email addresses of users?
Why should I verify email addresses?
How do I change my password?
Can I change the password of other users?
Where can I find the Access Key for Web Services?
How do I change the access key for web services?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
Can I delete a user?
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
What do you mean by Masking?
What is the Masking Add-on in Vtiger CRM?
What are the two levels that Masking supports?
What is module-level masking in Vtiger CRM?
What is role-level masking in Vtiger CRM?
How does role-based masking help in Vtiger CRM?
List the modules and features that support Masking.
How do I mask fields like phone numbers, email addresses, and text fields?
What are the benefits of Masking in Vtiger CRM?
How do I install the Masking Add-on in Vtiger CRM?
How do I mask a phone field in a Contact record?
How do I mask an email field?
How do I mask a text field?
How do I mask for Roles?
What are the limitations of Masking?
Can I change the username of a user?
Table of Contents
If a user’s username is no longer in use, then it can be changed. As an Admin user, you can change the username in a few simple steps.
Follow these steps to change the username:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Hover over the user whose username you want to change.
- Click the More icon.
- Choose the Change Username option.
- Enter the new username and password. Confirm the password.
- Click Save.
After saving, you must verify the new username.
- Open the user record with the new username.
- Click the exclamation mark beside the Username field.
- Click the Click here links in the tooltip.
Note: If you are a Standard user, you can request a CRM admin change your username.
There’s also an alternative way to change a user’s username:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Click the user record whose username you want to change.
- Click the More icon on the top right corner of the user record.
- Select the Change Username option.
- Enter the new username, password, and confirmed password.
- Click Save.
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