Adding New Users to Your CRM

The Adding Users section lets you give team members access to your CRM. You can assign different roles and permissions to make sure each user only sees what they need. This keeps your account secure while making teamwork easier.

Watch the Walkthrough

In this video, you will learn how to:

• Add new users to your CRM
  
  
• Assign roles like Admin or User
  
  
• Adjust permissions for security
  
  
• Remove users who no longer need access
  

Additional Help for User Management

• User Management Overview (Official Guide)
  
  
• Roles and Permissions

Quick Tips for Adding Users

1. Only give Admin access to trusted team members.
   
   
2. Review user permissions every few months.
   
   
3. Remove users immediately when they leave your team.
   
   
4. Use clear naming conventions for each user so it’s easy to track activity.