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How to Add User

Article author
Learning Center Mekari
  • Updated

The  Add User feature only applies to accounts with  Admin level.  Make sure you are an  Admin in the company's CRM to be able to add new users .

To add a user, you can follow these steps.

1. Click the arrow located to the right of your username (at the top right of the CRM dashboard).

2. Select User Settings .

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3. Click the " Add User" button at the top right of the Dashboard page.

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4. Fill in the personal data of the user you want to add according to the available fields.

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  1. First Name: The user's first name (can be full name or nickname).
  2. Last Name: Last name of the user (can be the full name, nickname, or the name of the division/section of the user).
  3. Mobile Number: The mobile number of the user, if required.
  4. NIK: User's National Identity Number, if required.
  5. E-mail address: An active e-mail address that can receive messages from Qontak CRM.
  6. Password: Password to log into the account.
  7. Primary Team: The primary team of the account (if applying a team within CRM).
  8. Secondary Team: The second team of the account (if belonging to more than 1 team).
  9. Tags: Additional information to bookmark a user account.
  10. Staff Level: Click the column to s elect the staff level on the drop-down.
  11. Role: Account level in CRM, in the form of  Admin  and  Member ( Admin : has wider access in CRM, usually owned by Supervisor; Member: access for staff, under supervisor).

    An asterisk ( * ) in some fields indicates that the column is required , and other fields are optional.

5. Click "Create User" after the data entry is complete. The system will save the new account creation data.

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