The IRIS CRM Setup Wizard is the best tool for Administrators to get IRIS CRM set up quickly. As an Administrator, once you log in for the first time, you will see a progress bar at the top of your site, indicating what percentage of your site is complete:
The Setup wizard will guide you through 3 main items:
- Company Info
- Adding Users
- Customizing Your Site
The Company Info area will allow you to set your company name, set your site notification email address, and set your company Phone Number. Your site notification email address will be used to send notifications from your site to your users. Your company phone number will be visible to users having login problems, and Merchants completing the self-enrollment process. It should connect the user with an Administrator who can assist them.
There are three ways that you can add your users to IRIS CRM. Select the method you prefer, and click the "Next" button:
To Add in user information manually to create users, you will need to enter the information for each user, and click the "Create" button on the row for the user, or the "Create All" button.
A faster option for adding users is to enter email addresses and send invitations to create users. With this method, you can add a group of users from one user class at a time. Select the user class that you are adding, and enter the email addresses in the "List of Emails" area:
If you have a large list of users, the fastest way to add those users is through uploading a spreadsheet of user information to create users. You will be prompted to download the User Information Template, which may be filled out and uploaded back to IRIS CRM.
Customizing Your Site
On the "Customize Your Site" area, you will be able to do advanced tasks that will affect user permissions, branding, and the Site and CRM Customization:
For more information on these additional configuration options, you may refer to the following articles: