Adding users to the CRM system is very simple. If you have new employees joining the company, and you wish to give them access to your CRM system, you can add them to the system.
You will be an Admin by default if you are the first user of the system, and your name will appear in the user list.
To add more users to the system, refer to the steps stated below:
1. Click the Settings icon on the top right of the page.
2. On the right-hand side of the page, click Add New Users (user setting by default)
3. Input the user details required:
- Email ID
4. You can continue to create more users by clicking Add User.
5. Once you have finished entering the required users' details, click Invite User to add the users to the system.
Congratulations! You have successfully added a new user.
Check out on the next article on How to Create a Team.