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Adding a user

Here’s how to add a new user to your CRM:

  • Head to your Users Settings page, and click the “Add a new user” button.
  • Fill out the user’s name and email, and answer the questions to setup their permissions. Click here to learn more about managing user permissions.
  • Once done, click the button “Create user and email them login instructions” to send the new user an invite to the CRM.
  • Each additional user will cost $15 more per month. View your monthly cost on the Billing Settings page.
  • Need to remove a user instead? Learn how here.
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