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    Home  >   FAQs   >  How do I create (add) users?
    FAQs in this section
    How do I hide select fields from a user? How do I add a new license (user) in Vtiger CRM? Can I add Single App users as co-owners of records? Can I add Light Agent users as Co-owners? How do I add the co-owners field to a module? Can I change the password for multiple users simultaneously? Who is a user? Is every employee a user? How do I create a user record with an existing employee record? Is there a limit on the number of users I can have in my Vtiger account? What are the types of users in Vtiger CRM? How do I import users into the CRM? How do I import users using the Import module? Can I transfer the ownership of the CRM account? How do I know who my CRM account owner is? Can I transfer account ownership to any user? I don't see the option to transfer CRM account ownership. What does it mean to suspend a user? How do I suspend a user? Why can I not import the Single App and Light Agent users into the CRM? How do I change the primary email address of a user? How do I assign a role to a user? Can all users delete records? I am unable to create Light Agent and Single App, users. Can I import Single App users in the Sales Enterprise edition? What is a Standard user? What is an Admin user? What is a Light Agent user? What is a Single App user? Can I transfer related records to any user when transferring the ownership of a contact or organization? Can I transfer ownership to any user while suspending a user? How do I identify users with different roles? How do I give permission to export records to a user? How do I give permission to import records to a user? What is the length limit for the Users module's First and Last names fields? How do I distinguish Sharing Rules, Profiles, and Roles? What happens when you suspend a user from the CRM? What do I do after suspending a user in CRM? What are the date fields available for user records in Vtiger CRM? What is a Platform User? Can a Platform User own records or submit approvals? Can Platform Users be selected as "Report To" users? Can Platform Users log in to the CRM web interface? Is it possible to import or export Platform User data? How do I suspend a user in the CRM? How do I reactivate an inactive or suspended user? What are the different user types in Vtiger CRM? How do I change a user’s username in Vtiger CRM? How do I change a user’s password in Vtiger CRM?

    How do I create (add) users?

    Table of Contents

    You can add users to the CRM only if you are an Admin user or the CRM account owner.

    Follow these steps to add a user:

    1. Click the User Menu on the top right corner of the screen.
    2. Click the Settings button.
      • You will land on the Settings page.
    3. Look for the User Management section.
    4. Select Users.
    5. Click the +Add User button.
    6. Enter the following information:
      • User Information: User’s primary information such as username, password, group, user type, etc.
      • Employee Information: User’s work-related name, primary email, department, phone number, etc.
      • User Address: User’s address information that includes details such as street, city, state, etc. 
      • Currency and Number Preferences: User’s currency-related details such as preferred currency, digit grouping pattern, symbol placement, etc.
      • Phone Preferences: User’s phone extension number for incoming and outgoing calls
      • Business Hours: User’s business hours
      • Vtiger Usage Preferences: Other usage-related preferences include the default login page, default record view, etc.
      • Signature: The user’s signature is to be included at the end of emails
    7. Click Save.
    To learn more about the fields in Step 6, click here.
    To learn about users, click here.
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