{"id":52,"date":"2022-07-20T14:40:33","date_gmt":"2022-07-20T14:40:33","guid":{"rendered":"https:\/\/znicrm.com\/guide\/?p=52"},"modified":"2022-07-22T10:15:49","modified_gmt":"2022-07-22T10:15:49","slug":"how-to-add-a-new-user-in-crm","status":"publish","type":"post","link":"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/","title":{"rendered":"How to add a new user in CRM?"},"content":{"rendered":"\n

Users are the basic blocks of CRM. Users can have different roles like System Admin, Sales Executive, Administrators, etc.<\/p>\n\n\n\n

In the CRM, you can create multiple users and assign them role-based permission as per their access level.<\/p>\n\n\n\n

Here, we will discuss creating a new User in the CRM system. You can also check our article about “User Roles”.<\/p>\n\n\n\n

To add a new user, you must have an Administrator privilege in the CRM. By default, when you register an account, you get administrator privileges. So, always use your default account to create a new user or role to be safe.<\/p>\n\n\n\n

Go to Settings; The most straightforward way to go there is by clicking on the “gear icon” on the top bar.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

On the Billing page (this is where you will land when you click on the settings icon on the top), select “Users & Roles” from the left menu and then select “Users”.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This page will also list all your active users and the options to list “Suspended” and “Deleted” users.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Now, click on the “Add User” button (top right, blue button) to open the popup to add user dialogue.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The popup fields are self-explanatory. It will ask you to enter the User’s name, email, and phone number along with their Department & Role.<\/p>\n\n\n\n

You can leave the department field blank if you did not create any yet or if you do not want to add the user to a specific department.<\/p>\n\n\n\n

Some users like your billing team, support team, administrators, IT team etc., need not to be assigned to a specific department at the time of creation.<\/p>\n\n\n\n

You can always change the department of a user later.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

One thing you should keep in mind while selecting the Role for the user, i.e. unless you want to give full access to the user, always add them in a “User Role” (Administrator and User are the default roles) or else create (How to manage user roles<\/a>) a separate Role and then add the user into it.<\/p>\n\n\n\n

Click on the “Save Changes” button to add the user.<\/p>\n\n\n\n

That’s it!! Your user has been created now.<\/p>\n\n\n\n

But, they can not access the CRM yet as you will need to assign them licences to access specific features.<\/p>\n\n\n\n

User Permissions\/License<\/h3>\n\n\n\n

As soon as the user is created, you will be taken to licensing page. Here, you can assign the licenses of the specific features you want them to access.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on the checkbox given before the feature to enable it. You can disable\/remove the license from a user similarly.<\/p>\n\n\n\n

If due to any reason, you have not taken to the permission page automatically or if you want to change the permission later for a user, then just go to Settings -> Users & Roles -> Users and then click on the name of the user for which you want to access the permission page.<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

Add new users in the CRM<\/p>\n","protected":false},"author":1,"featured_media":54,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[9,8,11,10],"yoast_head":"\nHow to add a new user in CRM? - ZNICRM Guide<\/title>\n<meta name=\"description\" content=\"Add new users in CRM. Users are the agents which will fill data manually or get leads automatically from the CRM system.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to add a new user in CRM? - ZNICRM Guide\" \/>\n<meta property=\"og:description\" content=\"Add new users in CRM. Users are the agents which will fill data manually or get leads automatically from the CRM system.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"ZNICRM Guide\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-20T14:40:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-22T10:15:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.znicrm.com\/guide\/wp-content\/uploads\/2022\/07\/20135659\/Screenshot-2022-07-20-at-7.26.21-PM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"3322\" \/>\n\t<meta property=\"og:image:height\" content=\"1754\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Lowell Samuel Walton\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lowell Samuel Walton\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/znicrm.com\/guide\/#organization\",\"name\":\"ZNICRM Guide\",\"url\":\"https:\/\/znicrm.com\/guide\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/znicrm.com\/guide\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cdn.znicrm.com\/guide\/wp-content\/uploads\/2022\/07\/18161430\/logo-112x28-1.png\",\"contentUrl\":\"https:\/\/cdn.znicrm.com\/guide\/wp-content\/uploads\/2022\/07\/18161430\/logo-112x28-1.png\",\"width\":112,\"height\":24,\"caption\":\"ZNICRM Guide\"},\"image\":{\"@id\":\"https:\/\/znicrm.com\/guide\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/znicrm.com\/guide\/#website\",\"url\":\"https:\/\/znicrm.com\/guide\/\",\"name\":\"ZNICRM Guide\",\"description\":\"Help topics for CRM, TeamSpoor & Engage\",\"publisher\":{\"@id\":\"https:\/\/znicrm.com\/guide\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/znicrm.com\/guide\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/#primaryimage\",\"url\":\"https:\/\/cdn.znicrm.com\/guide\/wp-content\/uploads\/2022\/07\/20135659\/Screenshot-2022-07-20-at-7.26.21-PM.png\",\"contentUrl\":\"https:\/\/cdn.znicrm.com\/guide\/wp-content\/uploads\/2022\/07\/20135659\/Screenshot-2022-07-20-at-7.26.21-PM.png\",\"width\":3322,\"height\":1754},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/\",\"url\":\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/\",\"name\":\"How to add a new user in CRM? - ZNICRM Guide\",\"isPartOf\":{\"@id\":\"https:\/\/znicrm.com\/guide\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/znicrm.com\/guide\/52\/how-to-add-a-new-user-in-crm\/#primaryimage\"},\"datePublished\":\"2022-07-20T14:40:33+00:00\",\"dateModified\":\"2022-07-22T10:15:49+00:00\",\"description\":\"Add new users in CRM. 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