Create User Via the User Settings

admin

2 min read

Updated: May 10th, 2022

To create a user profile manually in the CRM, follow these steps:

1. Go to the Admin panel and under the Team menu, click ‘Users’.

2. Click the ‘Create’ button located at the upper right corner of the screen to start creating a user profile.

3. 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.

4. Under the Additional Information, you can assign Vendors, Departments, and User Types. You can also add additional personal information related to the user such as Phone Number, Birthdate, Language, and About (Description).

Only users with a ‘Manager‘, ‘Sales Person‘, or ‘Sales Manager‘ type will appear on any ‘Managers’ selection list.

5. Fill out the Address line (if required by your business process).

6. 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.

7. Click the ‘Save User‘ button to save your data.