Add New User Accounts in eWay-CRM - The Best Outlook CRM

How to Create User Accounts

How to Start Using eWay-CRM » Administration / Customization » How to Create User Accounts

  1. Click Administration Settings on the eWay-CRM ribbon and Log In.

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  2. Click Users under the Users and Permissions tab.

  3. Click New.

  4. Fill in all the details (First Name, Last Name, Email, Country, User Name, Password).

  5. Specify whether the user is Active or not.

    Note: You need a valid eWay-CRM license for each active user.

  6. Click User Groups tab and specify the group. Based on the group user get permissions. Here, you can find out more about the predefined permissions.

  7. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

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Learn more in the article Users or check out a video.

Do you have questions? Our consultants have answers.