Before You Begin
You must have administrative access to manage user roles in Dazos CRM
Identify which user needs to be restored to the picklist
Know what role the user should have assigned
Steps
Navigate to User Management: Go to Settings > CRM Settings > User Management > Manage Users
Locate the User: Search for and select the user who is missing from the sales agent picklist
Check Current Role Assignment: Review the user's current role to confirm it has been removed or changed
Reassign the User Role: Assign the appropriate user role back to their profile (typically "Sales Agent" or equivalent role for your organization)
Save Changes: Click Save to apply the role assignment
Verification / Expected Result
Once the role is reassigned:
The user's name will automatically repopulate in the sales agent picklist
The change takes effect immediately
The user will appear in all relevant picklist selections where their role is required
Troubleshooting / Common Errors
User still not appearing: Refresh your browser and check that the correct role was assigned
Multiple users missing: Check if there have been bulk role changes or system updates that affected multiple users
Don't know which role to assign: Review other users who appear in the sales agent picklist to see what roles they have assigned
Related Resources
How Do I Edit User Role Permissions Within The Dazos (CRM)
Troubleshooting User Visibility Issues in User Management Lists (CRM)
User Management and Permissions Guide