Add Users

1. Login to Bigin with administrator privileges. 
   
2. Go to Setup > User and Control > and choose the Users tab.
   
3. Click +New user button.
   
4. In the Add New User window, do the following.
   
1. Enter the First Name and Last Name.
   
2. Add the user's Email address.
   Choose the Role and the Profile from the drop down list.
   
   
3. Click Invite User.
   Now an invite is sent to the User. The user will be added to your Bigin account once the invite is accepted.
   

Edit User Details

1. Login to Bigin with administrator privileges.
   
2. Go to Setup > Users and control > and choose Users tab.
   Select the user whose details you would like to edit.
3. The details of the chosen user appears on the right.
   
4. Click the edit button. 
   
   
   
   
5. In the Edit User window add the details of the user. 
   
6. Click Save.
   

View Users

• Active Users - Users who has access to your Bigin account based on the profile chosen.
  
• In-active Users - Users who no longer have access to your Bigin account. 
  
• Unconfirmed Users - Users who haven't accepted the Invite.
  
• Deleted Users - Users who no longer belong to your Bigin account and all the related data will be deleted.
  
  

Re-invite Users  

1. Login to Bigin with administrator privileges.
   
2. Go to Setup > Users and control.
   You will land in the users tab by default.
3. Select the User and click the Reinvite button.
   You can also go to the Unconfirmed users view from the drop down list and choose the user whom you would like to re-invite.  
   
   

Activate or Deactivate Users

1. Login to Bigin with administrator privileges.
   
2. Go to Setup > Users and control. 
   You will land in the Users tab by default.
3. Select Active Users view from the drop down list. 
   
4. Choose the user whom you would like to deactivate.
   
5. Click the Deactivate button.
   
6. Confirm your deactivation in the popup window.
   
   

Delete Users

Transfer ownership before deleting users

1. Deletion without transferring records
   Select this option when the user being deleted has no associated records or configurations within Bigin at that moment.
2. Deletion after transferring the records
   
1. Transfer and then delete all currently open records under the user's ownership. (Note: Closed records that were owned by the deleted user will still display the user's name).
   
2. Transfer and then delete any assignment-related configurations within the record, such as workflows, owner assignments, and field updates.
   
3. Transfer and then delete all rule-based criteria associated with the user (if the user is a record owner), including custom views and workflows.
   
4. Transfer and then delete all email notifications associated with the deleted user. 

1. Go to Setup > Users and Controls > Users.
   
2. Click the More icon and click Delete this user.
   
   
3. In the Delete user pop-up, do the following:
   
1. Select Delete without transfer if you don't want to transfer records.
   
2. Select Transfer now if you want to transfer users.
   
3. In the Transfer to box, select a user from the dropdown list.
   
4. Select Record ownership, Owner assignments, and Criteria.
   
4. Click Transfer and Delete.