Original Question: Maria Fowler Graft asked us: “Is there a way to have more than one user on the CRM?” Answer: Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently. If…
User Roles
3 Articles
Rick Lopez Asked: “Can I add/manage users in CRM? I’m looking to give one of my agents access.” The Answer Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started: Step-by-Step…
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…