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 3 types of users in OnePageCRM. see more here.
To add a new user
Under Users → click on the Add user link.
In the User Details pop-up, enter values for the required First name, Last name and Email address (Username) fields.
Note: Administrators have access to the full account without the need to enable permissions. Once you select Administrator click
Send email.
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.
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.