Change user plans for active users

Audience:
settings
• 1 minute to read
 • 1 minute to read

When people take on new tasks or get a new job in your company, you may need to change their user plan.

You can give users the access to new sets of functionalities by changing their user plan in the Settings and maintenance section.

Tip

Provide the user with the necessary training and follow-up on their progress, so that they adopt the new features faster.

Steps

User settings in SuperOffice CRM where you change user plansUser settings in SuperOffice CRM where you change user plans

  1. In Settings and maintenance, click Users.

  2. In the window for associates choose the active user who needs his/her user plan to be changed.

    Make sure that he/she has the right Role and belongs to the right Primary group.

  3. In the field for User plan, choose the desired user plan.

  4. Click Save. The next time the user logs into SuperOffice CRM, the user will be updated with the new functions and features available.