Creating a new user in your CRM

How to create a new user in your CRM


You can add an unlimited number of users to your CRM system. The amount of users you can add is only limited by the subscription plan that you have chosen.

Before you add a new user, you should check how many users you can add under your current subscription. if you have no user licenses left you can simply add more licenses to your subscription and then continue to add new users.

How to Add users

The process of adding a new user differs slightly based on whether you currently have an available user license.

If you have 0 available user licenses you will need to purchase one or more additional user licenses before you can add a new user.

Checking the number of available user licenses

  1. Click the -> Settings icon then -> Settings
  2. In the -> Users and Access Management section click -> Users
  3. You will find the number of available user licenses next to the -> New User button

Add a new user when 1 or more licenses are available

  1. Click the -> New User button
  2. Enter the required fields such as Username, Password, email, last name, Role and any other desired fields.
  3. Click Save.

Please read the Creating User Roles manual for more information about Roles

Add a new user when 0 licenses are available

If no licenses are available you’ll need to order additional licenses before you can add users to your CRM. To start the process do the following:

  1. Click the -> New User button
  2. In the popup window enter the number of additional licenses you would like to purchase
  3. Click the -> Purchase licences button
  4. You’ll be taken to the order confirmation screen where you can check and confirm your order by clicking the modify button.
  5. Next, you’ll be taken to the payment processor to process your payment.
  6. Once that is complete you’ll be returned to the CRM. You should be able to add your new user within a few minutes.

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