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Videos > CRM 7-8 > CRM Setup > Administrators & General Setup > Add a New User to Your OnContact CRM Software

CRM 7-8

Add a New User to Your OnContact CRM Software

We understand that your team isn’t always going to be the same size. That’s why we made sure adding a new user to your OnContact CRM software is a simple and straightforward process.

In the following video, watch a step-by-step guide to adding new users in CRM.

HOW TO ADD A NEW USER

  1. When you need to add a new user in the system go to the setup area, expand modules and open the “User” section.
  2. Click “New” and enter in the information.
    1. The user code is the actual login that they will be using in CRM, so it’s a good idea to keep some kind of a standard such as first initial and last name.
  3. Complete the remaining fields and it’s a good idea to give them a job function if you’re using it, but it’s not required.
    1. A few fields are required, however, and you can see in red that they do have to be assigned part of an action set.
  4. In this case, we’ll put Sophia in customer service and you also must add an email address.
  5. If this user will be sending emails directly from CRM and it’s a hosted account, you’ll need to register the email to verify this email address with the Amazon servers.
  6. Add this user to one or more groups of activities in the system.
  7. Click “New” and the first row will show up and click in the first field to select the group or groups this person should belong to.
    • Everybody should be assigned minimally to the public group and then, in addition, they may need to have one or more additional groups assigned depending on their role.
  8. When you’re finished, click “Save” and set their initial password. This should be something very simple and click “OK.”

Lastly, make sure you give this user the new password. The first time they log into the system, they’ll be prompted to change it to something that is more secure and that they will remember.