This guide outlines the steps to assign Customer Admin privileges to an existing user within your Dazos CRM instance.
1. Begin by navigating to your specific company instance or using your designated login link to access Dazos CRM.
2. Once logged in, locate and click on "CRM Settings," typically found in the main navigation or administrative panel.
3. Within the CRM Settings, select "User Management." This section provides tools for overseeing user accounts.
4. Click on "Users" to display a comprehensive list of all registered users within your CRM.
5. Utilize the search or filter options to locate the specific user who requires Customer Admin access.
6. For instance, you might search for a user by name to confirm their presence before proceeding with the access grant.
7. Locate the identified user in the list and click on the edit pencil icon situated next to their name. This action will open their user profile for modification.
8. Within the user's profile, locate and click the designated checkbox to enable or assign Customer Admin access. Remember to save your changes after ticking the box.
