How To Create A User Profile

Creating a User in the CRM allows other staff members at your business to see your analytics, update your schedule, create blogs, etc. 

In the CRM, Click the Gear, then Click Users.

Select Add User.

Fill Out The Required Fields

Add Name, Email, Phone Number, and Their Role in the Business. A password is generated for them but this is also the location where you can change the auto generated password. If they have access to Zendesk, you can put the credentials in here. Toggle which accesses this User has. If you want to delete the user you will toggle “is deleted”.

Hit Save.

Click Add User.

Add Name, Email, Phone Number, and Their Role in the Business. A password is generated for them but this is also the location where you can change the auto generated password. If they have access to Zendesk, you can put the credentials in here. Toggle which accesses this User has. If you want to delete the user you will toggle “is deleted”.

When complete, hit Save.