See what a colleague does and whether they still use it

Opening someone. In Admin go to Användare and click the person's row. That opens their profile: contact details, job title and department, which teams they are in, and what they are responsible for in the CRM.

Are they actually using it. Senast aktiv is the last time the person used DealJourney, including browsing and working in the CRM without signing in again. The list and profile show this one activity timestamp. Sort on Senast aktiv to bring the quiet accounts to the top; anything dormant for months is shown in amber. A seat that has never been used is a seat you are paying for, so this is the column to check before renewing.

Change their teams. The profile's Team section lets administrators Lägg till i ett team or Ta bort från team directly. Each change saves immediately. See Set up teams for what membership affects.

Before someone leaves. Open their profile and read Det här ansvarar de för. It counts the customers, leads and open deals they own plus their open and overdue tasks, so you know exactly what has to be handed over. Reassigning after they are gone is much harder, because records with a departed owner drop out of the "my records" views the rest of the team works from.

Their personal details. Job title, department, work and mobile number and birthday all live on the person and are shown here. To change any of them, use Redigera användare from the row menu in the user list. Roles and access are changed there too, not on this page. See Add users and set what they can do.

Let them send email as a colleague or a shared address. On the profile, Kan skicka e-post som lists every address the person can pick in the Från field besides their own mailbox. Administrators click Hantera:

• Under Kollegor, tick colleagues whose connected mailbox this person may send from.
• Under Delade adresser, tick addresses such as info@ or sales@ that have no user of their own. To add a new one, type the address and an optional display name and click Lägg till. It must be on one of your own domains, meaning a domain someone in the workspace already has a connected mailbox on. The address is shared across the workspace, so you add it once and tick it for each person who should use it. The bin icon removes it for everyone.

Click Spara. The next time that person writes an email, the address is in their Från list.

A shared address is sent through the person's own mailbox, so their mail provider has to allow it too. In Microsoft 365, your Microsoft administrator gives the person "Send As" or "Send on Behalf" permission on that mailbox in the Exchange admin centre; it can take up to an hour to start working. In Gmail, the person adds the address under Settings, Accounts, "Send mail as", and confirms it. Until that is done, sending shows a message saying exactly this rather than sending from the wrong address.