Here are the steps to create a new user account in your CRM:
1. Navigate to Manage > User Accounts and click Add New User:
2. Enter the user's information and click Create User:
If needed, you can also copy the settings from an existing user and automatically apply them to the new user.
Simply select the existing user in the Copy User Profile dropdown and then select the items to copy:
Here are the additional descriptions of some of the copy options:
User Settings: Copies the User Class, Time Zone, Office Phone, Fax, Position, Residuals Defaults, File Labels & Security.
Group Settings: Copies the assigned groups and the primary group.
Residuals Templates: Copies all assigned residuals templates for every processor.
Assigned Merchants: Copies assigned merchants and notifies you with a popup when the merchant assignment process is completed.
- The password is auto-generated by default and sent to the user upon creation of the account. To prevent the email from going out to the new user with the auto-generated password, uncheck the Send temporary password option, and enter a password.
- If a temporary password has been emailed to the new user, the user account will appear as inactive until the user clicks on the activation link provided in the email and signs in for the first time.