In this article, we are going to walk Dazos CRM admins through how to create new Users in the system. If you’re trying to discover how to create a user in Dazos IQ, please instead refer to the article How to Create a User in Dazos IQ.
Instructions
Log into your Dazos CRM
Click into your Account Settings via the
in your toolbar
Open the “User Management” section
Click the “Add User” button
Complete Required Fields
Recommendation: For teams using Dazos CRM and Dazos IQ, use the same password across both systems to make logging in as seamless as possible
Recommendation: If you would like your user to receive email notifications, enable system email notifications by enabling the checkbox in the image below
Fill in optional fields as needed
Save your User
Members should then be able to log into Dazos with their new credentials.