How to create a new user in SuperOffice CRM

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    Administrators are responsible for providing new users with a user plan, a user name and a password. You can add users to SuperOffice in Settings and maintenance.

    Note: If you provided information on users when you ordered, you don’t have to add users. Users will have received login information from SuperOffice by email. Check if users are in the system in the menu “Users” in Settings and Maintenance.

    Role: User or administrator

    When giving access to someone new, you must specify a role – either user or administrator.

    Administrators can create users, adjust access rights and customize the solution to your needs. If you want the new user to have this access, give him or her user level 0.

    If you do not want users to have access to Settings and maintenance, assign user level 1 or higher, depending on the access they need.

    Tip: If active users need a different user plan, you can assign user plans in Settings & Maintenance. Change user plan for active users

     

    How to add a new user (2:29)