Adding a User

Adding a User

  1. Hover over Settings
  2. Select Users
  3. Once on the Manage Users screen find the +Create User button in the top right corner of the screen
  4. Fields Username, Firstname, Lastname, Email, Cell Phone are all required
  5. Password should be minimum 6 characters
  6. Select appropriate user Roles
    • CRM Admin - has read and write access to all leads in the system
    • Manage Users - can create and delete users of the system
    • EngageCRM / MyLeads - has read and write access to leads assigned to them only
      • Read Only - user can not edit leads information
        AlertTo enable all non-CRM Admin users access to ONLY leads assign to them, you must select ""Show user only assigned leads. Admin can see all leads."" under the following page

    • MyCampaigns - has access to all marketing campaigns and results under the MyCampaings dropdown menu
    • MyPlatform - has access to modify websites as well as landing pages
    • My Listings - has access to create, delete and modify listings on the platform
  8. Click green Create User button to confirm
  9. If successful page will refresh back to Manage User screen.

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