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.
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.
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.
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