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

    eWay-CRM Administration Settings

  2. Click Users under the Users and Permissions tab.

    Users Section in Administration Settings

  3. Click New.

    Create New User

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

    User Card in Administration Settings

  5. Specify whether the user is Active or not.

    Active User

    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.

    User Groups

  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.

    eWay-CRM Synchronization

Learn more in the article Users.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.