Before a user can access the CRM, you’ll need to set up an account for them. This article provides a basic summary of how to do this.
What Access will the new user have?
You’ll need to determine what type of access permissions the user will have in the system. Read the User Access Basics articles if you haven’t already done so.
Create a Profile for the new user (optional)
If you are using an existing Role for this user you can skip this step. Otherwise, you’ll need to create a new access profile. The following article explains how.
Create a Role for the new user (optional)
If you are using an existing Role for this user you can skip this step. Otherwise, you’ll need to create a new Role to assign to this user. The following article explains how.
Add a New user
If you already have your Profiles and Roles set up then you can jump right to this step and create a new user in your system. This article explains how.
Creating a new user in your CRM
Setup Mail Scanning (optional)
If you are using mail scanning to scan your user’s email boxes to link their email to your CRM contacts then you’ll need to set up the mail scanner. This article explains how.
Setting up Personal Preferences (optional)
If your organisation require specific personal preferences to be set such as time zones, currencies etc, then these can be set by either the administrator or the user. This article explains how.