Phase 1 Setup #1: Add A New User

Step by step process:

1. Once you have accessed the system for the first time, you’re the only person that has access and there’s nothing to display yet on the system.
2. If you would like to add more users, simply click on your name at the top right, go to settings.
3. Your user will be displayed here with all your user details and your e-mail footer, along with all your specific access levels.
4. To add a new user, just click on Add User, fill in the necessary information and click Add User.
5. Once this user has been added you can edit their details on the system.
6. You cannot change the e-mail address.
7. If you Scroll down you can add their footer information and also provide them access for the first time.
8. In this case, if you would like to provide them access, click on Has CRM access.
9. It will pre populate certain access which you can change, and you’re also able to provide additional access if necessary.