As your insurance business grows, it’s important to control who has access to your CRM—and what they’re allowed to do.

Whether you’re onboarding a new team member, giving limited access to a virtual assistant, or removing someone who’s moved on, Agent CRM makes user management simple and secure.

Here’s exactly how to keep your CRM protected and your workflows running smoothly.

🔐 Why User Management Matters

Managing access in Agent CRM allows you to:

• Keep client and lead data secure

• Ensure team members only see what they need

• Stay organized as your business scales

• Quickly onboard and offboard staff with a few clicks

With user roles and permissions, you’ll always know who has access—and to what.

👥 Step-by-Step: Add, Remove, or Edit Users

• Step 1: Go to Settings > My Staff

From your left-hand menu, navigate to:
Settings > My Staff

Here you’ll see a list of everyone with access to your Agent CRM account.

• Step 2: Add a New User

Click Add User, then:

• Enter their name and email

• Choose a role (Admin, User, or Custom)

• Set their permissions based on what they should be able to view/edit

• Click Send Invite
  ✅ They’ll receive an email and gain access immediately.

• Step 3: Edit or Remove a User

To make changes to a user:

• Click the pencil icon to edit their info or role

• Click the trash icon to completely remove their access

This is great for contractors, seasonal staff, or agents who leave your team.

• Step 4: Set or Update Roles

You can define exactly what each user can see or do—like:

• View contacts only

• Access calendars

• Edit automations

• Manage billing or settings

⚙️ You can update these permissions any time as roles shift or responsibilities change.

🎥 Need a Visual Walkthrough?

Check out the training videos inside the Branning Library:
👉 User Access & Settings Guide

This hands-on tutorial will show you how to set up your team correctly from day one.

✨ Pro Tip:

Review your user list monthly to keep things tight and secure—especially if your team is growing or shifting.

Ready to Build Your Dream Team?

Agent CRM gives you the tools to scale securely—with full control over who sees what.
👉 Start your 14-day free trial and begin adding your team today!