Tutorial CRM - Getting Started, Create User

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There are 3 possible user types in CRM2, administrator, manager and subordinate. A subordinate user can only have a single manager. The minimum fields required to create a new user is first name, last name, email id and password. Also, users are marked active by default. Deactivating a user will disable that users and login to CRM2 will fail. A new user is automatically added as a subordinate to itself, please do not delete the current user from the subordinates list.

User Management


Default User in CRM2 is the administrator. Please do not delete or deactivate admin.

User Management - New


Click New to start the add new user process. Fill in the first name, last name, email and password fields. Minimum password length is 8 characters.

User Management - Save


Click the SAVE button to create the new user.

User Management - User Created


New user has been created, by default each new user is also added as a self-subordinate.

User Management - Subordinate


Select another user to add as subordinate to the current user.

User Management - Subordinate Added


The current user is now a Manager to the listed subordinates.

User Management - Summary


Current user information is displayed.