Adding a user

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same. If you’d like to get the new updates now, contact us!

Here’s how to add a new user to your CRM:

• Mouse over “Settings” and select “Users and teams” in the menu.
• Select “Add a new user.”
• Fill out the user’s name and email, and answer the questions to setup their permissions. Click here to learn more about managing user permissions.
• Once done, click the button “Create user and email them login instructions”. Then, enter your password in the dialog and select “Save.”
• Select “Create user and email them login instructions” to send the new user an invite to the CRM.
• Each additional user will cost $15 more per month. View your monthly cost on the Billing Settings page.
• Need to remove a user instead? Learn how here.