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User Management Overview

OroCRM provides a flexible user management functionality that can be tailored to reflect any specific administrative structure, as well as to group users in any other way and to define the access and permission settings.

Note

See a short demo on how to create and manage users, or keep reading the step-by-step guidance below.

Administrative Structure

The lowest element of the administrative structure is a user. This is a person, group of people or a third party system with a specific set of credentials (login and password).

Any amount of users can be created within one OroCRM system.

Users can be grouped into business units. Any amount of users can be assigned to a business unit. One user can belong to several business units.

Each business unit can also have child sub-units. A business unit that has child sub-units is their parent business unit. One parent business unit and its sub-units are jointly addressed as a division.

The highest element of the structure is an organization. It represents a real enterprise, business, firm, company, or another organization, to which the users belongs.

Note

In the community edition there is only one organization.

In the enterprise edition, several organizations can be created within one system, as described in the Multiple Organizations Support guide.

User Groups

You can also assign a user to a User Group. User groups may be created in consideration of an administrative structure or regardless of it (e.g., all the users born in February or all the users invited to a specific meeting). A user group may be used in the system as a single aggregating entity.

By default, user groups are used in the notification rules and filters.

The ways to create and manage the groups is described in the User Group Management guide.

User Roles

User Roles define access rights of a specific user, as described in the Access and Permissions Management guide.

Getting Started

You always have at least one organization and one user who can create other users and who may be authorized to create business units and (in the enterprise editions) new organizations.

When creating/editing the records, you can define their basic details and the following relations.

For each organization:

  • Users who belong to the organization (in the Enterprise edition only)

The ways to create and manage the organization records is described in the Organization Records Management guide

For each business unit:

  • Users who belong to the business unit
  • Parent unit of the business unit

The ways to create and manage the business unit records is described in the Business Unit Records Management guide.

For each user:

  • Organizations the user belongs to
  • Business units the user belongs to
  • Groups the user belongs to
  • Role assigned to the user

The ways to create and manage the user records is described in the User Records Management guide.

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