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Add a new user

Updated on 20 Oct 2021

Once your SuperOffice CRM solution is configured and customised, it’s time to give your users access to their CRM solution. In this how-to guide, you’ll learn how to add a new user in SuperOffice CRM.

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

Note: If you provided information on users when you ordered the system, 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 their role – either a user or an administrator.

Administrators can create users, adjust access rights and customise 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 and maintenance. How to change user plan for active users.

Follow the guided steps or watch the video below to see how you can add a new user in SuperOffice CRM (video length - 1:46):

  • Add users
  • Roles

 

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