--- title: How to create and manage users? description: "Learn how to create new users and groups in this article and check out the steps to manage permissions:   Creating new users: 1. Access the area User - New. 2. Define a username. 3. 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[User Account Management](https://helpcenter.casafari.com/en/crm/user-account-management?hsLang=en) # How to create and manage users? #### Learn how to create new users and groups in this article and check out the steps to manage permissions.   **Index:** **[Creating new users](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#creatingnewusers)** [**Creating user groups**](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#creatingusergroups) [**Permissions Management**](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#permissionsmanagement) [**Transfer data between users**](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#transferdatabetweenusers) [**Delete users**](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#deleteusers) [**Export user list**](https://helpcenter.casafari.com/en/crm/how-to-create-and-manage-users#exportuserlist)   **Creating new users:** 1\. Access the area Users - **New:** **![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-01-07-34-8995-PM.png?width=281&height=353&name=image-png-Sep-25-2026-01-07-34-8995-PM.png)** 2\. Define a **username** and **User Group**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-01-07-54-8829-PM.png?width=670&height=243&name=image-png-Sep-25-2026-01-07-54-8829-PM.png) 3\. Add **personal data**, **social network** and **picture**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-22-2025-04-04-51-7255-PM.png?width=652&height=134&name=image-png-Aug-22-2025-04-04-51-7255-PM.png) 4\. Insert a **description** and make translations: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-22-2025-04-05-29-1375-PM.png?width=670&height=692&name=image-png-Aug-22-2025-04-05-29-1375-PM.png) 5\. Configure the **user type**, select the **agency** to associate the user with, **set/change the password,** define the **recruiter** and the **team leader**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-56-28-6258-PM.png?width=670&height=322&name=image-png-Sep-25-2026-04-56-28-6258-PM.png) **Notes:** \- The following user types are currently available: - Broker - for those who will be responsible for acquiring new properties for the agency's property portfolio. - Telemarketer - for those who will be responsible for qualifying new sales leads. - Salesman - for users responsible for property sales processes. \- When setting up a new user, if you check the option “**Block from portals**”, all the properties of this agent, even those indicated in the area “Portal Selection”, **will not be exported to any real estate portal:** **![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Oct-26-2026-05-32-14-3398-PM.png?width=203&height=61&name=image-png-Oct-26-2026-05-32-14-3398-PM.png)** \- If you want this new user to access leads, contacts, and properties of an existing user, you should select the option “**Inherit**”. Then, choose the agent from which you want the information to be transferred:![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Jan-16-2026-04-54-13-2993-PM.png?width=437&height=151&name=image-png-Jan-16-2026-04-54-13-2993-PM.png) \- Select a **color** for the new user. This way, an event scheduled for him/her will be available in the calendar (in the Dashboard area) highlighted with the defined color: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Oct-26-2026-05-32-49-3056-PM.png?width=219&height=314&name=image-png-Oct-26-2026-05-32-49-3056-PM.png) \- Mark the option “**Visible on Website**” to make the information of this new agent available on your website: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Oct-26-2026-05-33-12-3328-PM.png?width=194&height=54&name=image-png-Oct-26-2026-05-33-12-3328-PM.png) 6\. Set **personal goals** for listings and sales: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-29-2025-03-14-43-2258-PM.png?width=670&height=508&name=image-png-Aug-29-2025-03-14-43-2258-PM.png) ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-29-2025-03-15-24-9874-PM.png?width=670&height=442&name=image-png-Aug-29-2025-03-15-24-9874-PM.png) 7\. Upload **files**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-29-2025-03-16-25-5585-PM.png?width=670&height=282&name=image-png-Aug-29-2025-03-16-25-5585-PM.png) 8\. Write **notes**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-29-2025-03-17-10-2760-PM.png?width=670&height=421&name=image-png-Aug-29-2025-03-17-10-2760-PM.png) 9\. Click Save.     **Creating user groups:** 1\. Access the area **Users** - **Groups/Permissions:** **![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-57-20-0555-PM.png?width=278&height=365&name=image-png-Sep-25-2026-04-57-20-0555-PM.png)** 2\. Click on “**Add new**” and define the group name: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-58-00-2739-PM.png?width=670&height=542&name=image-png-Sep-25-2026-04-58-00-2739-PM.png) ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-58-14-4268-PM.png?width=643&height=307&name=image-png-Sep-25-2026-04-58-14-4268-PM.png) 3\. Define the permissions for this group: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-22-2025-04-37-13-3907-PM.png?width=670&height=324&name=image-png-Aug-22-2025-04-37-13-3907-PM.png) 4\. Click Save.   **Permissions Management:** 1\. Access the area **Users** - **Groups/Permissions**. 2\. Choose the user group. 3\. View the list of roles and activate or remove permissions: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Aug-22-2025-04-37-13-3907-PM.png?width=670&height=324&name=image-png-Aug-22-2025-04-37-13-3907-PM.png) 4\. Click Save.   **Transfer data between users:** 1\. Access the area **Users** - **List** **![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-59-00-4979-PM.png?width=276&height=369&name=image-png-Sep-25-2026-04-59-00-4979-PM.png)** 2\. You can select one or more users, click on **Actions** and then on **Transfer**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-04-59-56-6353-PM.png?width=670&height=345&name=image-png-Sep-25-2026-04-59-56-6353-PM.png) 3\. Confirm which data you want to transfer and to which user, and type “**yes**” in the box to confirm the action: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-00-11-1521-PM.png?width=621&height=575&name=image-png-Sep-25-2026-05-00-11-1521-PM.png)   **Delete users:** 1\. Access the area **Users** - **List** 2\. You can select one or more users, click on **Actions** and then on **Delete**: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-00-41-5878-PM.png?width=670&height=344&name=image-png-Sep-25-2026-05-00-41-5878-PM.png) 3\. Confirm this action and type **“yes”** in the box: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Jan-19-2026-05-28-27-8704-PM.png?width=543&height=366&name=image-png-Jan-19-2026-05-28-27-8704-PM.png)   **Export user list:** 1\. Access the area **Users** - **List** 2\. Open the filter and apply the **filters** you want: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-01-41-7770-PM.png?width=670&height=117&name=image-png-Sep-25-2026-05-01-41-7770-PM.png)   ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-01-57-3517-PM.png?width=670&height=769&name=image-png-Sep-25-2026-05-01-57-3517-PM.png) 3\. After filtering, you can select the **columns** with the information you want to export: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-02-43-0893-PM.png?width=474&height=88&name=image-png-Sep-25-2026-05-02-43-0893-PM.png) ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-03-00-4366-PM.png?width=670&height=638&name=image-png-Sep-25-2026-05-03-00-4366-PM.png) 4\. Click on **Export** and select the file type: ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-03-25-5856-PM.png?width=491&height=348&name=image-png-Sep-25-2026-05-03-25-5856-PM.png)   **Note:** \- Detection and intrusion: Add trusted user locations by accessing **Configuration \> General Data \> Others**. Select the users so that locations and login activities are recorded. ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-03-57-3324-PM.png?width=283&height=564&name=image-png-Sep-25-2026-05-03-57-3324-PM.png) ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-04-23-3278-PM.png?width=670&height=137&name=image-png-Sep-25-2026-05-04-23-3278-PM.png) ![](https://helpcenter.casafari.com/hs-fs/hubfs/image-png-Sep-25-2026-05-04-44-9075-PM.png?width=670&height=303&name=image-png-Sep-25-2026-05-04-44-9075-PM.png) We recommend enabling **Two-Factor Authentication** to improve the protection and security of CRM user data. For more information on this topic, please [click here](https://helpcenter.casafari.com/en/crm/two-factor-authentication?hsLang=en).   --- This feature is available for all CASAFARI CRM users. 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