> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/crm-users.md).

# CRM Users

User can create/add new user in CRM

To add new user

Go to CRM

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6cBVjcq6XG8A260q8EAL%2F0.png?alt=media)

In CRM, go to Users

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fn89ps2QIj2iyKza26tOC%2F1.png?alt=media)

In Users click on +User

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FfffSLGbXRpD6oYUfwe0j%2F2.png?alt=media)

Select add new in the given pop up and click on next

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FlU1kFk0pf96KJEBMtA7s%2F3.png?alt=media)

Add all the details and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMN01qEiX8IzXnOAyzazb%2F4.png?alt=media)

New user will be added in the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fo29d040IhPoxJFcLXktS%2F5.png?alt=media)

To add the existing employee in the CRM, click on the +Users

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzW0bHHUf3WwLcU4zOAFW%2F6.png?alt=media)

In the given pop up, select Add existing and click on the next

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdDFT6ytcMYWL8P2RcZxr%2F7.png?alt=media)

Select the user from the list and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNobZSRerA2Kzh7eFxDtl%2F8.png?alt=media)

An existing user will be added in the CRM users

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FGDICKLMgjltIpIBTVIpf%2F9.png?alt=media)

After adding the existing employee in CRM, user need to give the permission for CRM app

To give permission, go to permission tab and click on +Permission

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTk1xitEHC2g2JknLiAmS%2F10.png?alt=media)

Select the employee from the list, select the role and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZBBy5JgekKdce5Jh6HMc%2F11.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fg0FjcOMCsYdyUzxLRxGT%2F12.png?alt=media)

User will be added in the permission list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMw2fZXNWIiMiOErmIOtJ%2F13.png?alt=media)

If user wants to change the permission, click on the 3 dots and select edit

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FBB4ek4MZA4ux1kAmTncD%2F14.png?alt=media)

Change the role and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FV5TBnIfEGdH1sQiltajO%2F15.png?alt=media)

To add an existing employee in the team, go to Teams

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCOgjacrTNdDkUriaZmBW%2F16.png?alt=media)

Click on the 3 dots of the team in which you want to add the user

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FiLSrz70Vs4qDF8ASUADi%2F17.png?alt=media)

Select the user from the list and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Ft5C8NPho7Ix328UzbCbD%2F18.png?alt=media)

User will be added in the Team

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FX1DOxtqI4uvu82hyiBlj%2F19.png?alt=media)