How to add a new user in Kylas CRM?

How to add a new user in Kylas CRM?

You can add your team members to Kylas CRM and specify their roles. The article covers the steps to be followed for creating new users in Kylas CRM.

Prerequisites

  1. Permissions:  Any user with access to Control Center along with the permission to Create Users
  2. Product Plans: All
  3. Activities to be Completed: Creating a company account, Creating the desired user role

Steps

Step 1 
Click on Add New User option under the 'User Management' tab on the admin dashboard. This will open the User creation form.
add new userSteps to add new user in kylas



Step 2
Fill in the details of the new user in the user creation form that opens after step 1. 
Filling user details

Step 3
Select User profile
User profile

Step 4
After step 2, click on the Save button at the bottom of the page. This will create a new user and a success message will be displayed on the screen.
create new user

After creating a new user, a confirmation mail will be sent to the new user's mail id. The new user will get activated in the system only if the user acknowledges the mail, by clicking on the link given in the mail and setting his password.


    • Related Articles

    • How to create new user profiles?

      It is mandatory to assign a profile to each user in Kylas CRM. A profile defines what are the activities the user is permitted to perform in the CRM. This article covers the steps for creating new user profiles and defining the permissions for each ...
    • How is user verification done in Kylas Crm?

      The article covers the steps to be followed by a user to complete his verification process. The user verification process will be initiated after the User Creation process. Once a user account is successfully created by the admin in the Kylas CRM, an ...
    • How to Add or Subtract Columns on Your Listing Page in Kylas CRM?

      In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on ...
    • How to Create Shifts for Your Users in Kylas CRM

      Managing your team's working hours efficiently is key to ensuring smooth operations and accountability. Kylas CRM allows you to define user shifts, which can help you streamline attendance tracking, productivity monitoring, and workflow planning. In ...
    • How to Clone a Shift in Kylas CRM

      Creating shifts for different teams or time slots is essential for organizing workflows. But manually setting up each shift from scratch can be time-consuming—especially when many shifts share similar configurations. That’s where the Clone Shift ...