Before You Begin
You must have Admin permissions to create users in Dazos CRM.
Your organization's approved email domains must be configured in the system for the Internal User checkbox to function properly.
Steps to Create an Internal User
1. Navigate to User Management
Go to Account Settings → User Management → Add User.
2. Fill in Required User Information
Enter the user's Name, Email, and assign a Role (required for all users).
3. Check the Internal User Checkbox
Locate and check the Internal User checkbox on the user creation screen. This checkbox controls access and privileges tied to internal system behavior.
4. Verify Email Domain Compatibility
Ensure the user's email domain matches one of your organization's approved email domains. This is required for the Internal User checkbox to function correctly.
5. Save the User
Click Save to create the internal user with the appropriate permissions and internal access privileges.
Verification / Expected Result
After successfully creating the internal user, you should see:
The user appears in your User Management list
The Internal User status is properly applied
The user can access internal features and functionality based on their assigned role
Important Notes
⚠️ Email Domain Requirement: The Internal User checkbox will only work properly if the user's email domain matches your approved domains. Without this match, internal privileges may not be applied correctly.
💡 Role-Based Access: While the Internal User checkbox provides internal privileges, the user's assigned role still controls their actual access and permissions within the system.
✅ Best Practice: Internal behavior may depend on domain validation combined with your workflows and configuration settings, not just the checkbox alone.
Related Resources
How can I manage user accounts and assist with login issues in Dazos CRM?