Step-by-Step Instructions to add a User
Accessing User Management
- In home page click on the channels icon.
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- Click on the others option.
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- Click on the user management icon.
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Creating a User
- Users can be created through three methods:some text
- Enter user details manually
- Invite user with email
- Copy registration URL
Entering User Details Manually
1.Click on the Add Icon
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- Select "Enter User Details"
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- Fill in the required information and Optionally view additional fields by clicking View Optional Fields.
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- Click the Submit Icon
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Inviting via Email
- Click "Invite with Email".
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- Enter the user's work email address and click on invite to send invitation link.
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- User receives an email with registration instructions.
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- Now, User has to complete registration, enter name, mobile number and then click on continue.
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- Now, the user has to complete the verification.
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- The user will be taken to the homepage of the CRM Portal.
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Copying Registration URL
- Click "Copy URL".
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- Share the generated link with new users.
- Now user has to open the respective link,he will be redirected to registration page.
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- User has to complete the registration process, by giving personal details and then verifying the email.
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- User form will be opened, enter respective details and click on submit.
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- Hurrah! The user account will be created and user will be redirected to home page.
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