How To add a User by Admin?
To get your coworkers into action with CRM, you can add the users with their defined roles. The steps below will walk you through the whole process to get started.
Prerequisites.
Permissions: Any user with access to Control Center along with the permission to Create Users
Product Plans: All
Activities to be Completed: Creating a company account, Creating the desired user role
Step by Step Process
1.) Once logged in click on "CRM Settings" tab located on the black panel towards the left.
2. Navigate to the User Management tab > Manage Users.
3.) Click on " Add" located in the extreme right corner.
4.) Fill in all the necessary details required to add a user.
5.) Select the appropriate User Profile.
6.) After adding in all the details, click on the Save button at the bottom of the page. A new user will be created.
Video Tutorial
Kylas User Management
Note - Post adding a new user, a confirmation email with the verification link will be sent to the new user, once the user verifies the same, the account will be activated.
Related Articles
How to Add a User by Admin?
To get your coworkers into action with the CRM, you can add the users with their defined roles. The instructions below will walk you through the process of adding a user. STEP BY STEP PROCESS. 1) Once logged in, click on ''CRM settings'' present on ...How to Add Quotation on an Ongoing Deal?
This article will help you walkthrough on how to add Quotation on an Ongoing Deal. Prerequisites Permission: 1) Any user with Create and/or Update permission for Quotation under the Order Management. 2) Any user with the Deal read permission. Product ...HSN-SAC Code / Category / Country of Origin
This Article covers the HSN codes that are used to classify goods to calculate GST. Prequisites Permissions: Any user with permission BASIC ACCESS (read,update) and ADMIN ACCESS (Read all and Update all) Product & Services. Product Plans: All ...How to Transfer data from Kylas to Google Sheets?
Step by Step Process 1. Open the google sheet with the records you want to export. Navigate to Extensions> click on Apps Script. 2. You'll attain a quick platform to enter the script with functions. Note - User needs to get "functions" written from ...How to Create the Quotation in Kylas CRM?
This article will walk you through the steps to create the quote and execute the features. Prerequisites Permission: 1) Any user with Create and/or Update permission for Quotation under the Order Management. 2) Any user with the Deal read permission. ...