Main Finance Yma CRM Operating Map Admin

Admin

Manage your cockpit, people, and connected services.

Users

Manage accounts, roles, and platform access.

Find a user Access group Status

Cockpit navigation

Choose which functions appear in the menu for everyone.

Integrations & health

CRM tools, configuration checks, and recorded activity.

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Create user

Create a platform account. Slack users do not need an account here to trigger CRM through the configured connector.

Full name (optional) Email Access group

A temporary password is generated on creation. Review service permissions from the user's details afterward.

User details