How to Add a New User to Your CRM
This guide explains how to add a new user to your CRM, set their permissions, and define their work availability. This process is essential for giving your team access to the system while controlling what they can see and do.
Step 1: Create the New User Profile
To get started, go to Settings in the bottom-left corner of the dashboard, then select My Staff. In the top-right, click Add User.
You'll be prompted to fill in the following information for your new employee:
First and Last Name
Email
Phone Number
You can either create a temporary password for them or leave the field blank to have the system automatically generate and email them a password.
Step 2: Assign User Permissions
Permissions are critical for controlling what each user can access. For a general employee, like a front desk worker, it's best to set their role as "User" rather than "Admin." This follows the principle of "least privilege," which means you only give them access to the tools they need to do their job.
For example, a front desk worker won't need access to the dashboard, reputation surveys, or advanced features like QR codes and quizzes. You can simply disable these features for them to create a cleaner, more focused workspace.
Step 3: Set Work Availability
Next, you need to set the user's availability. This ensures that appointments are only booked when they are available.
Select the user you just created and go to the User Availability section.
Choose the days they are available.
Set their start and end times (for example, 9 a.m. to 5 p.m.).
You can easily copy the availability to multiple days.
Click Save.
Once you save the new user, the system will send them a confirmation email with their login information from People on Networks. It is recommended that your team uses Google Chrome to access the CRM portal.