Manage Users

In order to add new users into your system you must be the Administrator of your system.

To create a new user navigate to the User Icon and select the Employees Tab on the top navigation bar within your CRM software. Once on the Add New User page you need to begin filling out your user’s information. All required fields must be completed otherwise the system will prompt you to re-enter the information correctly. When creating a new user you have a few important decisions to make, such as what user level you wish to provide the new user with, which reports level you wish to assign your new user with and the user’s username and password. If you are unsure which user level to choose try reading up on CRM Permissions and CRM Security to learn more about what each user level is meant for and what type of access each level provides. Once you finish entering all user information make sure to save your data! Now your user can access your CRM system with their email address and password.


Notes

If you already have the maximum allowed users in your system than you will be prompted to purchase additional user licenses.