Adding a new user

Only managers and administrators can add additional users to the CRM, here is a step by step instruction:

1. Click on the avatar icon in the upper right hand corner of the system.

   

2. You will then click on the 'My Team' option.
3. In the upper right hand corner you will see a button called 'Team Management', you will click that.
4. On the upper left side you will see the button called 'Add Team Member'.  You will click that and then click the button that says 'Yes, I understand'
5. You will then fill out the person's name, initials and login email and then click 'Next'.
6. If you are adding a counselor, you will select "Independent User".  If you are adding an administrator you will select "Administrator".  Only in rare situations would you select "Team Player" or "Power User".  "Team Player" is only used when counselors are wishing to share leads with other counselors.
7. On the next screen you will be asked to enter a password and you will then press the 'Save New Team Member' button.
8. The final screen allows you to turn on and off certain permissions for the user, such as 'Delete Contacts'.