Below is a list of the fields available in the User Details Panel. We have highlighted the minimum information that you should ensure is filled out before you finish setting up the user.

• User ID - This is the ID that your new user will use to login with
• Forename - This is the first name of the staff member you are setting up as a user
• Surname - This is the first name of the staff member you are setting up as a user
• Password - This is the password that the staff member will use to login with.
• Confirm Password - Please repeat the password above to show the system that you are not a robot!
• IR Number - Your internal reference number
• Active User - Here you can check the user on as active or not. If the user is not active, then they will not be able to login to the system.
• Letter Signature - Enter a salutation to end the staff member's letter with e.g. kind regards their name. This can be used later to populate correspondence, automatically.
• Daytime Phone - The staff members daytime phone number
• Evening Phone - The staff members evening phone number
• Mobile Phone - the Staff members mobile number
• Fax - the staff members fax line
• Email - The staff members email address
• Branch - The branch this staff member is associated with (Branch configuration required)
• User Group - This is the user permission group that this user is assigned to, note that this will determine what the user can see and do in the system. (Permissions are configurable by system administrators aka superusers)
• User Team - This is the Team that the new user will be assigned to.
• User Team Rota Order - This represents the lead order number for this user (requires lead handling functionality to be setup)
• User Role - This determines, how the new user can be added to products i.e. as an adviser or as an administrator (or both)
• Participant Link - Here you can link your new user to an existing participant, or a new participant.
• Summary For User Default - The summary is the eKeeper CRM homepage. You can decide here who you want the

• If you would like to learn more about user groups and permissions, please take a look at our users permissions guides.
• If you would like to learn more about participants, please see our participants guide
• If you would like to know more about commissions, please see our commissions guide.

• Email signature - this box can be used to add your desired email signature, this can be included at the bottom of emails you send from eKeeper CRM
• Document Library - The document library houses any logos or unchanging documents. These can be used to house email signature logos. These can then be inserted into your email signature
• Email Reply Address - When your recipient hits 'reply' against emails you send them, the email they send will go back to the reply email address
• SMTP Server - The SMTP server address of your email server
• SMTP Port - The Port number used by your email server
• SMTP Username - This is the username (usually your email address) that you use to login to your emails outside of eKeeper CRM
• SMTP Password - This is the password that you usually use to access your emails outside of eKeeper CRM
• SMTP Auth - This states whether your email server expects a SSL or TLS connection when sending emails from a 3rd party e.g. eKeeper.

• If you would like to learn how you can setup your emails please see our Setting up Outgoing Emails guide. Additionally you can contact your email service provider to find out the settings you should use.

• SMS Status - Set this to yes if you would like your staff member to send text messages from your cases to your applicants.
• Sender Details - the sender details are what the recipient of your message sees before they open the message on their mobile phones
• SMS signature - similar to an email signature, you can specify a salutation to end your messages with e.g. Kind Regards John Smith

If the user you are creating is added to a product as an adviser or an administrator, this panel enables you to set who the defaulted adviser or admi