Create User Via the User Settings
To create a user profile manually in the CRM, follow these steps:
1. Go to the Admin panel.
2. Under the Team menu, click ‘Users’.
3. Click the ‘Create’ button located at the upper right corner of the screen to start creating a user profile.
4. Fill out the required fields under the General Information section.
Password Format: Your password must contain at least 8 alphanumeric characters, 1 uppercase letter, and 1 numeric character.
5. Assign Vendors and Departments related to the user.
6. Fill out the Address line (if required by your business process).
7. You can also add documentation and other files related to the user profile by clicking the ‘Documentation’ tab. Choose the file you wish to upload in relation to your user requirements.
8. Click the ‘Save User’ button to save your data.