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

Add new CRM 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:

1
Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the + Add User button.

Note: If you've reached the maximum number of paid users, you have to purchase another seat before inviting a new user.


add new crm users

2
In the Add user pop-up, enter values for the required:

  • First name
  • Last name
  • Email address (Username)

    • add new crm users

    3
    Select either User or Admin from the Access drop-down → click Next to open the Permissions tab.

    set crm user roles


    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.

    4
    In the Permissions tab tick each privilege to enable access → click Send email to add the new user.

    crm user permissions settings


    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 ⮝

    1
    Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab → select the user profile whom you wish to delete.

    manage crm users

    2
    In the Edit user's details pop-up select Delete user.

    delete crm user

    3
    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


    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.
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