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Add, re-name, expire and search CRM users

How do I add a new user onto my CRM account?
Only the Key Account Holder or an Admin User can add new CRM users onto an account.   A new user set up will be set up as a Basic User - meaning the...
Mon, 29 Oct, 2018 at 2:05 AM
How to search for a list of CRM users
1. Go to Account icon found along the menu bar as shown below:  2. See the number of users (screen-shot example below) 3. T...
Mon, 30 Jul, 2018 at 2:22 AM
Can I rename a user to another person? If so what happens to the previous users history and tasks?
Can I rename a user to another person?  Yes we can rename a user to another person (user) if you wish us to do so.  Please let us know which us...
Mon, 30 Jul, 2018 at 2:43 AM
How do I expire a user and what notice to give?
Can I expire a user myself? To expire a user who no longer requires access to your CRM account please contact our Support Helpdesk with the following: ...
Mon, 29 Oct, 2018 at 2:06 AM