Change user plans for active users
Updated on 20 Oct 2021
When people take on new tasks or get a new job in your company, you may need to change their user plan. In this how-to guide, you will learn how to change a user plan for active users.
You can give users the access to new sets of functionalities by changing their user plan in the Settings and maintenance section.
Tip: Remember to provide the user the necessary training and follow-up on their progress, so that they adopt the new features faster.
How to change user plans
User settings in SuperOffice CRM where you change user plans
- In Settings and maintenance, click Users.
- 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.
- In the field for User plan, choose the desired user plan.
- Click Save.
Next time the user logs into SuperOffice CRM, the user is updated with the different functions and features available.
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