Steps to follow:
1 - Go to the "Users" module and click on "+ Add".
2 - Enter the user's informations.
- The email must be unique for each user account.
3 - Choose one or more divisions.
4 - Select "All my clients" as a dashboard.
- If the user wants to change it, it will be possible to do it later.
5 - Enter a password and confirm it in the "confirmation" field.
6 - Select the user's role.
- The role affects the user's permissions in the CRM, so it's important to select the right role.
7 - Select the user's gender.
8 - Select the user's title.
- The title does not affect the user's permissions and will only be used in the user's signature in the CRM.
9 - Enter at least 1 phone number by clicking on the "+" button. If it is a cellphone number, check the "Cellphone" checkbox.
10 - If the user is part of a group, select it.
11 - Choose modules and options to which the user is entitled.
12 - At the top of the page, click on "Preferences" to select the user's notifications / alerts.
13 - Click on "Save".