CRM Users

User can create/add new user in CRM

To add new user

Go to CRM

In CRM, go to Users

In Users click on +User

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

Add all the details and save

New user will be added in the list

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

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

Select the user from the list and save

An existing user will be added in the CRM users

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

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

User will be added in the permission list

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

Change the role and save

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

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

Select the user from the list and save

User will be added in the Team