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’.

saphyte create user via shortcut button

2. Choose ‘From Scratch’.

saphyte create user from scratch

3. Fill out the details of the User Profile.

saphyte create user profile details

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