How to create a new user

Administrators can create the New Users in the CRM. Doing it is really easy following these steps.

A. Click on Settings and Users

B. Click on New user

C. Complete User details, always including the email address

D. You can include the user in a Users Group from the drop-down menu

E. Grant the desired level of access and add extra permissions if needed

F. Assign a Username and click on Save

G. The user is now created and the system will ask if you want to send him/her the password. Click Yes and the user will receive the credentials in his/her email