User Onboarding

Administrators can onboard users to Hoicko CRM two ways: adding one member at a time through a form or importing multiple users at once via an Excel/CSV template.

Method 1 — Add New Member (individual):

1. Go to Profile → User Management.
2. Click Member Action → Add New Member.
3. Upload a user image (JPG/PNG/GIF, max 5MB)—optional.
4. Fill in Username, First/Middle/Last Name, Country Code, Phone, Email, and a Password (min. 8 characters with uppercase, number, and symbol).
5. Select a Role and Tags.
6. Click Create User.

Method 2 — Import Member (bulk):

1. Click Member Action → Import Member.
2. Click Download Template to get the sample CSV/XLSX file.
3. Fill in the mandatory fields: First Name, Last Name, Email/Phone Number, and Role (0-Owner, 1-Manager, 2-Editor, 3-Updater, 4-Reader).
4. Drag and drop the completed file, or click Browse Files.
5. Click Import.

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