How is user verification done in Kylas Crm?

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 email containing the confirmation link is sent to the registered email id.

Prerequisites

  1. Permissions:  Any user whose account has been created in the CRM with an e-mail id.
  2. Product Plans: All
  3. Activities to be Completed: User Creation by Admin

Steps

Step 1 
Once a user is created by the admin, he receives a welcome e-mail from Kylas. Click on the account activation button in the e-mail to iniate the account verification process.
Activate Account

Step 2 
Step 1 will direct the user top a page for setting password. Type the password and click on 'Submit' button.

reset password

Step 3
After step 2, user will be directed to the login page. Enter email-id and the newly set password to login to the CRM.
sign in page


    • Related Articles

    • 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 Permissions:  Any user with access to Control Center along with the permission to ...
    • How to activate/deactivate an existing user?

      When a team member/employee opts for a long leave/sabbatical, the organization can keep them temporarily out of the Sales process by exploiting the User Deactivation feature available in Kylas CRM. The article covers the steps to be followed for ...
    • 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 ...