Add/remove a user from your CRM account

Collaboration is key to growing a small business. That's why it's very easy to add new users to OnePageCRM and manage their permissions.

Add new CRM users

Click on your User/Profile icon → Users, Plans and Billing → Users tab → select the + Add User button.

add new crm users on the Users page

💡 If you’ve reached your user limit, purchase another seat before inviting a new user.

In the Add user pop-up, enter values for the required:

First name

Last name

Email address (Username)

add new crm users

Select either User or Admin from the Access drop-down → click Next to open the Permissions tab.

set crm user roles

💡 Administrators automatically have full account access without needing extra permissions.

💡 If you are in the Business plan, you can also select Focused User and select a User Group.

In the Permissions tab tick each privilege to enable access → click Send email to add the new user.

crm user permissions settings

💡 New users receive an email with a link to set their password and complete their OnePageCRM sub-account setup.

Click on your User/Profile icon → Users, Plans and Billing → Users tab → select the user profile whom you wish to delete.

manage crm users

In the Edit user's details pop-up select Delete user.

delete crm user

In the Delete user pop-up, select:

A user to whom you want to assign the removed user's contacts.

The checkbox to confirm that you want to delete the user.

Click Delete.

re-assign CRM contacts of a deleted user

💡 If you add a new user to fill this seat, you won't be charged again until your next billing period.

💡 f no one else is joining, update the number of users on your Billing page accordingly.