How to Add Users in ProManage?

As your business grows, so does the need to collaborate efficiently across teams and roles. The User Management section in ProManage makes it easy to onboard team members and control what they can access and manage.

This guide walks you through the process of adding new users, assigning roles, and managing access rights within ProManage.

How to Add a User (Step-by-Step)

Step 1: Navigate to User Management

From the ProManage dashboard, go to the User Management section in the left navigation panel.

Step 2: Click “+ Add User”

On the bottom-right corner of the screen, click the “+ Add User” button. This will open a pop-up form to input the new user’s details.

Step 3: Fill Out the User Details

In the pop-up window, fill in the following mandatory fields:

1. Name
2. Mobile Number
3. Email Address
4. Role (Select from options like Chat Agent, Store Manager, Regional Manager, or CMO)
5. Click "Add"

Step 4: Assign Location & Feature Access

After entering the user’s details, scroll down to:

1. Select Locations: Choose the business listings the user should have access to.
2. Active Access: Check the boxes for the features/modules this user can access within ProManage.

Once selections are complete, click Save Profile to create the user.

Editing User Access

CMO users can return to any user profile to:

1. Add or remove business locations
2. Modify active feature access
3. Deactivate users if needed

Filtering & Downloading the User List

At the top of the User Management page, you can filter users by their role. By default, "All" is selected, but you can narrow it down to:

1. Chat Agent
2. Chief Marketing Officer
3. Regional Manager
4. Store Manager

You can also download the entire user list for record-keeping or compliance purposes.

Conclusion

Managing users in ProManage is simple and highly customizable, ensuring that the right people have access to the right features and business locations. By assigning roles and permissions thoughtfully, you can maintain operational control and empower your teams to use ProManage efficiently.