New User Setup | Snapforce CRM

To create a new user, navigate to your username in the top right corner and select Settings

Under the Users section, click Users

To add a new user, click the New User option at the top.

All required fields must be completed otherwise the system will prompt you to re-enter the information correctly. Required fields are marked with asterisks.

When creating a new user you have a few important decisions to make, such as what user level you wish to provide the new user with, which reports level you wish to assign your new user with and the user’s username and password.

On you have entered all of the user's information, click Save. The user will now be able to log in with the provided credentials.


Note

If you already have the maximum allowed users in your system than you will be prompted to purchase additional user licenses.