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Create User via the Shortcut Button

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< 1 min read

To create a user via the shortcut button on the main navigation bar, follow these steps:

1. The shortcut button is positioned on the right side of the navigation bar located at the top of your CRM workspace. Click the ‘+’ button and choose ‘User’.


2. Choose ‘From Scratch’.

form builder

3. Fill out the details of the User Profile.

4. Click ‘Save User’ located at the bottom of the window to save your data.