How to Add a User

Step-by-Step Instructions to add a User

Accessing User Management

• In home page click on the channels icon.

• Click on the others option.

• Click on the user management icon.

Creating a User

• Users can be created through three methods:some text
  1. Enter user details manually
  2. Invite user with email
  3. Copy registration URL

Entering User Details Manually

        1.Click on the Add Icon

2. Select "Enter User Details"

3. Fill in the required information and Optionally view additional fields by clicking View Optional Fields.

4. Click the Submit Icon

Inviting via Email

1. Click "Invite with Email".

2. Enter the user's work email address and click on invite to send invitation link.

3. User receives an email with registration instructions.

4. Now, User has to  complete registration, enter name, mobile number and then click on continue.

5. Now, the user has to complete the verification.

6. The user will be taken to the homepage of the CRM Portal.

Copying Registration URL

1. Click "Copy URL".

2. Share the generated link with new users.
3. Now user has to open the respective link,he will be redirected to registration page.

4. User has to complete the registration process, by giving  personal details and then verifying the email.

5. User form will be opened, enter respective details and click on submit.

6. Hurrah! The user account will be created and user will be redirected to home page.