Managing Sub-Users in Agent CRM

Charles Atkinson Asked:

“Can I create a second profile or child account in Agent CRM? If possible, can I limit the access?”

The Answer:

Yes, you can create sub-user accounts in Agent CRM and customize their access permissions to align with their roles.

How to Add a Sub-User with Limited Access

1. Log in to Agent CRM:
   • Access your account using your administrator credentials.
2. Navigate to Team Management:
   • Click on Settings in the left-hand menu.
   • Select Team Management.
3. Add a New Employee:
   • Click on Add Employee.
   • Enter the new user’s details, including their name and email address.
4. Set Permissions:
   • Define the user’s role and permissions by selecting the appropriate options.
   • Customize access to specific modules and features as needed.
5. Save Changes:
   • Click Save to create the sub-user account with the specified permissions.

Additional Resources

For more detailed guidance, consider exploring the following resources:

• Blog Post: Adding Team Members
• Blog Post: Unlock Seamless Team Collaboration with Our Team Plan

Watch and Learn

For a visual walkthrough on adding and managing users in Agent CRM, you may find this tutorial helpful:

• Video: How to Add and Edit a CRM User