Add a new user

Updated on 28 Mar 2022

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, a password and the user group the user belongs to. You can add users to SuperOffice CRM in Settings and maintenance.

Note: If you provided information on users when you ordered SuperOffice CRM, 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.

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):

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.