How to Add a User on L365 and adding an Account Manager along the way?

Adding a User in your CRM is very simple. From here, you can easily decide if the user you will make either as an Account Manager or as a Administrator of the CRM.

 

 1. On the Home page, expand "System" and click "Users".

 

2. On the Users page, click +User button.

 

3. On the Create new user page, fill in the blanks. Make sure you provide the correct info, you will see Green linings if the data is correct or accepted. The pasword requires atleast 1 Capital letter and must have numbers on it and 6 digits minimum.

Important: If you want the user to become a Account Manager or to show it on the Account Manager's list, just simply tick the checkbox right next to Account Manager option if not just untick it. Then hit Create.

 

 

 

 

 

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