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Add new users to your CRM

Give access to new Admin and Standard users in your team

Toby Griffiths avatar
Written by Toby Griffiths
Updated over 3 weeks ago

When you're ready to collaborate with your team, you can give them access to your CRM.

As long as you have two or more seats on your plan, you can add and remove access for different people whenever you need.

Adding new users

You'll need to add your team member as a Person before they can be added as a CRM user.

Go to the People section on your top menu. Click the Add Person button. Enter in your team member's name and email address, along with any other details you want to store, and click save at the bottom of the form.

An animation. The People section is selected from the top menu, then the Add Person button is clicked. A new person form loads.

You can now add this Person as a CRM user.

Go to the Tools & Settings section from the top-right menu. Scroll down and click the Users button.

An animation. The Tools and settings option is selected from the top right menu, then the Users section.

Select a person from your CRM, and click Add CRM User.

Check the user details, assign their User Type and add a Password, then click Save.
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Screenshot of the manager users section, with example details of an Admin user

We do not send the new user an email. They will need to head to your CRM login page, click 'Forgot password' to reset their password, then log in to their account.

If you wish to revoke access for a user, just click the Bin icon next to their name. This will remove the person's access to the CRM, but leave their person profile intact.

You can reinstate their access at any time by adding them as a user, as above.

What are User Types?

When adding new team members to your CRM, you have the option of giving them Admin or Standard access.

User Types and Access

Admin Users can access everything in your CRM - there are no restrictions on their access to data or any settings. They can create or revoke access for other users.

Standard Users have restrictions on their access. They won't be able to:

  • Manage Custom Fields (including fields on Record Forms)

  • Manage Forms (including copying and adding Record Forms)

  • Manage Tag Types

  • Access Apps & Integrations Settings

  • Manage Users (including user types)

  • Access Payment Settings

  • Access Email Settings

  • Access Brand Settings

All users with either Admin or Standard access will require a paid seat as part of your subscription.

Configuring User Types

You can add new users and amend a user's access level, under Tools & Settings > Users. Click Edit next to the user's name.

Screenshot of the Manage users section. There is a purple circle around the 'Edit' button next to the first user

Then select the correct User Type from the dropdown, and Save your changes.

Screenshot of the System access settings for a user. There is a purple circle around the user type dropdown field.

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