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Users and permissions

How to add a user from your team

In Settings › My Staff, click Add User, enter the name, login email and phone, choose the role and permissions, and save. The person signs in to Elooo System with that email.

Updated on

Before you start

  • You need the Admin role on the account (or permission to manage users).
  • Have the person's name, email and mobile number ready. The email is what they'll use to sign in.
  • Think about what the person should see and do: you'll choose the role and permissions at the end.
Where to find it

Settings › My Staff › Add User

Step by step

  1. In the left menu, open Settings and click My Staff.
  2. Click Add User (or + Add Employee).
  3. Fill in the person's details:
    • First name and Last name
    • Email: this is the login email
    • Phone: useful for receiving verification codes
    • Initial Password, if the form asks for one
    • Profile photo or logo (optional)
  4. If call forwarding and voicemail options appear, set them up now or leave them for later.
  5. Open Roles & Permissions and choose the role: Admin or User.
  6. Turn on or off the modules the person can access (for example Contacts, Conversations, Opportunities).
  7. If the person should only see their own contacts and opportunities, turn on Only Assigned Data.
  8. Click Save. The new user appears in the My Staff list.
  9. Tell the person to sign in with that email and, if it's their first time, set their password from the activation email.

Edit or remove a user

  1. In Settings › My Staff, search for the person by name, email or phone.
  2. Click the pencil icon to edit their details, role or permissions, then click Save.
  3. To remove access, use the delete option for that user and confirm.

Tips

  • Give each person only the permissions they need for their job. It's safer and prevents accidental changes.
  • Review your user list from time to time and remove anyone who no longer works for the company.
  • To create several people with the same access, use Copy Permissions from a user who is already set up.

Common problems

  • A warning says the email already exists → That email already belongs to a user. Follow the on-screen guidance: add the existing user instead of creating a new one, or ask the account admin to do it.
  • The person didn't get the activation email → Ask them to check their spam/junk folder, and check that the email is spelled correctly on the user record.
  • The user can sign in but doesn't see some menus → Those modules are turned off in their permissions. Edit the user in My Staff and turn the missing modules on.
  • I don't see the Add User button → Your role doesn't allow managing the team. Ask an account admin.

Frequently asked questions

Can I change a user's login email?

Yes, by editing the user in My Staff. For security, the system asks for verification (a code by email, SMS or authenticator app).

If I remove a user, do I lose their contacts?

Contacts belong to the company account, not to the user. Before removing someone, reassign their conversations and opportunities to another person.

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