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

Administration Settings

  1. Click Users under the Users and Permissions tab.

Users in Administration Settings

  1. Click New.

New Item in Administration Settings

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

Empty User Card

  1. Specify whether the user is Active User or not.
    Note: You need a valid eWay-CRM license for each active user.

Active User

  1. 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

  1. 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.

Synchronization

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

Do you have questions? Our consultants have answers.

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