Adding a user

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

• Head to your Users Settings page, and click the “Add a new user” button.
• 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” 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.