> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/crm/crm-user-settings.md).

# CRM User Settings

CRM User Settings lets you manage your CRM users and the role hierarchy in your organization. There are two main tabs: **CRM User** and **Role Hierarchy**.

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FDWU11N1CrrJQZW5ZObQy%2FScreenshot%202026-03-26%20at%2010.37.20%E2%80%AFPM.png?alt=media&#x26;token=b8f2ac06-ba2b-4575-b9de-0329b34493de" alt=""><figcaption></figcaption></figure>

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### CRM User

This page lists every CRM user along with their email, role and authority.

#### Adding a new user

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FSBHDFt1YGAM2H46TuGxU%2FScreenshot%202026-03-26%20at%2010.37.48%E2%80%AFPM.png?alt=media&#x26;token=fb5b7ece-8b3b-45e1-bdf8-82af8b47457d" alt=""><figcaption></figcaption></figure>

Click **+ Create User** at the top right, then choose one of these options:

1. **Create New User:**
   * Enter a name, email and password.
   * Choose the right **Role**.
   * Choose an **Authority**: Basic or Administrator.
2. **Import from Chat:**
   * Choose a user from the list of existing Chat users.
   * Choose the right **Role**.
   * Choose an **Authority**: Basic or Administrator.

#### Authority types

* **Super Administrator:** given automatically to the first user, or the longest-serving super agent.
* **Administrator:** can edit and view, including boards they don't own.
* **Basic User:** can add views, but can't edit other people's views or create boards.