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Complete the setup of Service users

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 complete the setup of new Service users.

If you haven’t already, we recommend you read our tips on how you can get your users on board with the CRM system.

Complete a Service user

First, you create a new user in the Settings and maintenance module of SuperOffice CRM. This is where all your licenses are registered.

Once the Service user is created in Settings and maintenance, you can open the Service module to complete the user setup.

Watch this video to learn how you can complete a new Service user setup or follow the step-by-step guides below (video length - 5:06):

  • Edit users
    •  

  • Category membership
  • Create categories
  • User groups

 

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