How To Add & Remove Users (CRM)
Customer Support
16 steps
2 minutes
1
Click "Settings"
2
Click "My Staff"
3
Click "Add Employee"
4
Add first & last name.
5
Add email.
6
Add phone number.
7
Click Advanced Settings.
8
Create password.
9
Click User Permissions.
10
Toggle on/off permissions that the user can access.
11
Click User Roles.
12
Select Admin or User. Admins will have complete access while users will have limited access to some features.
13
Click "Save"
14
To delete a user, click the trash can icon.
15
Click the "Enter DELETE to Confirm" field.
16
Click "Confirm Delete"
