Configuring a New User Step by Step
Back to Prophet CRM Admin Beginner’s Guide
Recently acquired a license from Prophet CRM? Excellent! Follow these quick steps to get the account completely set up and ready to start working.
Step One: Navigate to the User Management menu
Step Two: Press the Configure New User button
Step Three: Fill in the required information fields
Step Four: Set user access and editing capabilities using the various tabs on the left side of the window
Step Five: Press the Save button (doing this will send a registration email to the email previously provided)