How to add an employee to the CRM
Individual accounts help manage each employee’s access and responsibility.
Individual accounts help manage each employee’s access and responsibility.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Management → Users
Add user · Permissions and sign-in
Step-by-step instructions
-
Add a user, complete their profile and assign a separate username. On the permissions and authentication tab, select a role and check account activation; do not share one login across the team.
-
Select a permission profile in the user record to populate permissions and categories. Review them before saving; manual changes may make the user’s permissions differ from the profile.
-
Check owner-contact permissions separately. Access can be limited to properties of selected agents; the full permission reveals contacts across all accessible properties.
-
Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
