Yes, you can change your username in Vtiger CRM. The steps vary depending on your role.
For standard users:
Follow these steps to change the username for standard users:
- Log in to the CRM.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings. The settings page opens.
- Look for the User Management section.
- Select Users. The Users page opens.
- Hover over the username of the user you want to change.
- Click the More icon.
- Select the Change Username option. The Change Username window opens.
- Enter or select the following information to change the username:
- User Name - Enter the new username.
- Password - Enter the current password to authorize the change.
- Confirm Password - Re-enter the current password to confirm.
- 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 link in the tooltip.
- This action will send a verification email to the email address linked to the user account.
- Open the email and verify the email address.
For account owners, you cannot directly change your username.
Follow these steps to update the account owner's username:
- Create a new user and assign admin rights to that user.
- Log in using the new admin account.
- Go to your main account and change its username.
- Reassign admin rights back to your main account.
- Delete the temporary admin account.