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.

To add a new user

1
Go to the  gear icon → select Users and Billing.
2

Under  Users → click on the  Add user link.
3

In the User Details pop-up, enter values for the required  First name,  Last name and  Email address (Username) fields.
4
Select either User or Admin from the  Access drop-down.
Note: Administrators have access to the full account without the need to enable permissions. Once you select Administrator click Send email.

5
If you select User from the Access drop-down, you'll have the option assign different privileges in the Permissions tab → click  Next to open the Permissions tab.
6
In the Permissions tab tick each privilege to enable access→ Click Send email to add the new user.

NOTES
  • 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.

Still need help? Contact Us Contact Us

Related Articles