The Users & Seats settings page lets administrators manage who has access to your OppLogix organization. Invite new team members, assign roles, and manage your seat-based licensing from one place.
Invite New Users
Add team members to your organization by sending them an email invitation.
1Navigate to Settings in the sidebar, then select the Users tab
3Enter the user's email address and select their role (Admin or User)
4Click Send Invite -- the user will receive an invitation link via email
5The user clicks the link to set their password and activate their account
User Roles
OppLogix supports two user roles:
1Admin -- Full access to all CRM features plus the Settings area (user management, configuration, imports/exports)
2User -- Standard CRM access to companies, contacts, leads, deals, quotes, contracts, and tasks. Cannot access Settings
Seat-Based Licensing
Your organization has a defined seat limit that determines how many active users you can have. Each active user occupies one seat. The Users page displays your current seat usage (e.g., 3 of 5 seats used). You must have available seats to invite new users.
Deactivate Users
Free up seats by deactivating users who no longer need access.
1Find the user in the users list
2Click the Deactivate button on their row
3Confirm the deactivation when prompted
4The user will immediately lose access and their seat is freed
Reset User Passwords
Administrators can trigger a password reset for any user in the organization.
1Locate the user in the users list
3The user will receive a password reset email
View User Activity
Monitor team engagement by checking each user's last login date and recent activity from the users list.
You cannot delete a user who has associated records (deals, tasks, activity history, etc.). Deactivate them instead to free the seat while preserving data integrity.
If your organization is approaching its seat limit, deactivate inactive users before inviting new ones. Deactivated users can be reactivated later if a seat becomes available.