How to add a new user to your account
If you are an Account Owner or Administrator, you can add users to your account. There are three types of users in OnePageCRM. see more here.
In the User Details pop-up, enter values for the required First name, Last name and Email address (Username) fields.
- An automated email is sent to the newly added user with the link to set up the password for the OnePageCRM account. Once the recipient clicks on the link within the email, they will be prompted to follow steps to build their sub-account.
- If you've reached the maximum number of paid users, you can purchase more users.
- You can aslo add a Focused User. This feature is in closed beta and it allows the Focused User to only have access to contacts they own. See here for more info.