Avid CRM Admin Beginner’s Guide

How to Configure a New User

Recently acquired a license from Avid CRM? Excellent! Follow these quick steps to get the account completely set up and ready to start working.

Navigate to the User Management menu
Press the Configure New User button
Fill in the required information fields
Set user access and editing capabilities using the various tabs on the left side of the window
Press the Save button (doing this will send a registration email to the email previously provided)
Names automatically capitalize after a space for proper formatting

How to Deactivate a Current User

Deactivating a user is a great way to keep the user’s records organized while bringing on a replacement or taking extra time to assign them to another user within your organization.

Select the edit button next to the user you wish to deactivate
Change the user’s profile status from active to inactive
Press save

How to Reassign a License

Reassigning a license is an effective way to transfer all records assigned to one user to another in the event of a position change. When the license is reassigned an email link will automatically be sent to the new user providing steps on how to activate their account.

Navigate to the User Management Menu
Click the Edit button next to the user whose license you wish to reassign
Change the account information from the old users information to the new users information
If needed: Change any user access capabilities by using the various menus found on the left sidebar
Click the save button (doing this will send the setup email to the email address provided for the new user)

How to Delete a User

There are two key things to note before deleting a user:

If you do not reassign the records assigned to the user prior to deleting them then all the records will not be visible to other users and have to be reassigned one by one by the admin. In short, they will no longer be kept in an organized list.
Deleting a user does not cancel the license and you will continue to be billed for the said license until the contract expires or you contact Avid CRM directly.
Navigate to the User Management menu
Select the Delete button next to the user who you want to delete from the system
Click the Yes button to confirm you want to delete the user