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.
In this article:
Add users |
Remove users |
If you're looking to grow your small business and collaborate with your team inside CRM, here's a quick way to invite new users:
Note: If you've reached the maximum number of paid users, you have to purchase another seat before inviting a new user.
Notes:
- Administrators have access to the full account without the need to enable permissions.
- If you are in the Business plan, you can also select Focused User and select a User Group.
Note: An automated email is sent to the newly added CRM 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 the steps to build their sub-account.
Remove a user from your CRM account
Jump up to Article's Overview ⮝Notes:
- If you add a new user to fill this seat, you will not be charged again until your next billing period.
- If nobody else is joining the team, then you must adjust the number of users on your billing page accordingly.