FAQs in this section
How do I hide select fields from a user?
How do I add a new license (user) in Vtiger CRM?
Can I add Single App users as co-owners of records?
Can I add Light Agent users as Co-owners?
How do I add the co-owners field to a module?
How do I create (add) users?
How do I reactivate an inactive or suspended user?
Can I change the password for multiple users simultaneously?
Who is a user?
Is every employee a user?
How do I create a user record with an existing employee record?
Is there a limit on the number of users I can have in my Vtiger account?
What are the types of users in Vtiger CRM?
How do I import users into the CRM?
How do I import users using the Import module?
How do I transfer the ownership of the CRM account?
How do I know who my CRM account owner is?
Can I transfer account ownership to any user?
I don't see the option to transfer CRM account ownership.
What does it mean to suspend a user?
How do I suspend a user?
Why can I not import the Single App and Light Agent users into the CRM?
How do I change the primary email address of a user?
How do I assign a role to a user?
Can all users delete records?
I am unable to create Light Agent and Single App, users.
Can I import Single App users in the Sales Enterprise edition?
What is a Single App user?
Can I transfer related records to any user when transferring the ownership of a contact or organization?
Can I transfer ownership to any user while suspending a user?
How do I identify users with different roles?
How do I give permission to export records to a user?
How do I give permission to import records to a user?
What is the length limit for the Users module's First and Last names fields?
How do I distinguish Sharing Rules, Profiles, and Roles?
What happens when you suspend a user from the CRM?
How do I suspend a user in the CRM?
What do I do after suspending a user in CRM?
What are the date fields available for user records in Vtiger CRM?
What is a Platform User?
Can a Platform User own records or submit approvals?
Can Platform Users be selected as "Report To" users?
Can Platform Users log in to the CRM web interface?
Is it possible to import or export Platform User data?
What are the different user types in Vtiger CRM?
How do I change a user’s password in Vtiger CRM?
What is the maximum number of Users allowed in Vtiger?
Can I use a merge tag to insert a user's signature in an email?
How is billing calculated for users added after the subscription starts?
How do I change the user’s details in Vtiger CRM?
How do I change the username of CRM account owner?
What is a Single Opt-In user in Vtiger CRM?
How do I change my primary email address?
How do I change a user’s username in Vtiger CRM?
How do I give profile access to generate PDF quotes in Vtiger?
What is a Standard user?
What is an Admin user?
What is a Light Agent user?
Why does the CRM say User already exists even though no active or suspended users match the email address?
Is it possible to change the user name in Vtiger CRM?
I want to change my Vtiger user email for login because it is no longer active. What should I do?
How do I delete an User in Vtiger CRM?

How do I set up the user hierarchy in the CRM for my Organization?

Follow these steps to configure the user hierarchy.
  1. Log in to the CRM
  2. Go to the Main Menu.
  3. Click Settings. The Settings page opens. 
  4. Click User Management > Users Hierarchy. 
From here, you can add, remove, or modify users under the relevant team or manager, as needed.
 
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