Adding users

Less Annoying CRM is a tool built for collaboration between team members. With no pricing or feature tiers, you can add as many users as you want to your account so that your team can work on leads together.

Here we have some help articles to get you started on adding your team to your account, and managing what they see and do in LACRM.

Getting started

How to add other users to your account

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

Removing an Existing User from Your Account

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

More info

Contact and Company Sharing: Choosing the Right Setup for Your Team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Monitoring the activity of other users at your company

If you're a manager and you want to monitor the activity of your employees, there are a few different ways to do that.

Managing Sharing Permissions for Other Users

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

Filter contacts by assigned user

There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM.

What happens to the data if I delete a user?

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

How do I restore a deleted user?

This article explains how to restore a user who was previously deleted.

Assigning one contact to another user

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

Structuring your teams

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

Motivating and Incentivizing Your Team to Use LACRM

All of our tips for getting your team excited about CRM and making sure that they actually use the software

How to successfully onboard your team into Less Annoying CRM

Set up your account, train your team, and start using Less Annoying CRM quickly and successfully

Creating and using teams

This article explains how to create and use teams to help manage group permissions.

How to add other users to your account

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

Contact and Company Sharing: Choosing the Right Setup for Your Team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Monitoring the activity of other users at your company

If you're a manager and you want to monitor the activity of your employees, there are a few different ways to do that.

Removing an Existing User from Your Account

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

Managing Sharing Permissions for Other Users

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

Filter contacts by assigned user

There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM.

What happens to the data if I delete a user?

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

How do I restore a deleted user?

This article explains how to restore a user who was previously deleted.

Assigning one contact to another user

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

Structuring your teams

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

Motivating and Incentivizing Your Team to Use LACRM

All of our tips for getting your team excited about CRM and making sure that they actually use the software

How to successfully onboard your team into Less Annoying CRM

Set up your account, train your team, and start using Less Annoying CRM quickly and successfully

Creating and using teams

This article explains how to create and use teams to help manage group permissions.