Create User Accounts
Applies to
eWay-CRM for Windows Outlook, eWay-CRM for Microsoft 365 and eWay-CRM Mobile (iOS and Android).
- Click Administration Center on the eWay-CRM ribbon.
- Click Users in the left menu.
- Click Add a User.
- Fill in all the details (First Name, Last Name, Email, User Name, Password – you can generate some strong automatically) and add a license to user so he or she can use eWay-CRM. Each active user needs valid license
- Click Next and specify the group(s). Based on the group(s) user gets permissions. Here, you can find out more about the predefined permissions.
- 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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