Tom May Asked:

“Can I add a user to my Agent CRM?”

The Answer:

Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and customize their permissions. Here’s how:


Step-by-Step Guide

  1. Navigate to Team Management:
    • Log in to your Agent CRM account.
    • Go to Settings > Team Management from the left-hand menu.
  2. Add a New Employee:
    • Click Add Employee to create a new user.
    • Enter their details, including username and password, to set up their login credentials.
  3. Set Permissions:
    • Choose the appropriate permission settings based on the user’s role.
    • You can limit access to certain areas of the CRM to maintain privacy and security.
  4. Using a Separate Phone Number:
    • If the new user needs their own phone number for calls and messages, you’ll need to upgrade to the Team Plan.
    • Reach out to our support team at one of these channels: support.agent-crm.com to request the upgrade.

Why Add Users to Your CRM?

Adding team members ensures seamless collaboration while allowing you to manage permissions for security. It’s ideal for growing teams who want to centralize their operations within Agent CRM.


Additional Resources

For more on Agent CRM, check out:


Watch and Learn

Also be sure to check out our Youtube channel for more helpful demos on Agent CRM: