Navigation:  5 Using Total Enterprise CRM > 5.8 System administration > How to work with Admin? > How to create new user?

 

Any person who has an active user account in Total Enterprise CRM system can be called a user. As user is someone who can log into the system, so this can either be:

- An employee user

- A contact user

 

You can create a new user or edit any existing user by following these easy steps:

 

Step 1: Select 'New User'

 

 

On ribbon, click the "Admin" tab.

Under Users group, select "New User".

 

Note:

You can also create a new user either by right-clicking on the user's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Note:

To edit any existing user, double-click that user from grid under "All Users" command and then move to Step-2

 

Step 2: Fill the Form

 

 

Here you can enter login name, password, group, contact etc. for this new user.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry