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 users, you can follow the steps below.

1. Click on the arrow located to the right of your username  (on the top right of the CRM dashboard), Then, select  Profile settings .
   
2. Click  "Add user"  on the top right.
   
   
3. Fill in the personal data of the user you will add according to the available columns.
   
   Information:
   

   No.	Name of Button/Column	Description
   1	first name	The first name of the user (can be full name or nickname).
   2	last name	Last name of the user (can be a full name, nickname, or the name of the division/section of the user).
   3	Mobile Phones	The mobile number of the user, if needed.
   4	NIK	Resident Identification Number of the user, if needed.
   5	e-mail addresses	An active e-mail address, which can receive messages from CRM Qontak.
   6	Primary team	The main team of the account (if enforcing teams within CRM).
   7	secondary team	The second team from the account (if joined in more than 1 team).
   8	tags	Other additional information, for marking a user account.
   9	level staff	Select an employee level by clicking on the column.
   10	Roles	Account levels in CRM, in the form of Admin and Member (Admin: has wider access in CRM, usually owned by Supervisors; Member: access for staff, under supervisors).

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

4. Then, you can manage multiple accesses such as Contact access, Company access, Deals access,  and  Task access.
   
   
   • View: Determine the user's access  (everything, team only, or owned only) to view Contact, Company, Deals, or Tasks.
   • Edit: Determine the user's access  (everything, team only, or owned only) to edit Contact, Company, Deals, or Tasks.
   • Search association: Determine the user's access  (everything, team only, or owned only) to search for Contact, Company, Deals, or Task associations.
   • Timeline view: Determine the user's access (everything, team only, or owned only) to see the Deals timeline.
   • Delete: Define delete access for that user in each section.
   • Upload: Specify upload access for that user in each section.
   • Download: Determine the download access for that user in each section.
5. In addition, specify admin access and report access as follows.
   
   

   No.	Name of Button/Column	Description
   1	Add & edit users	Allow users to Add and edit users by clicking the toggle button to ON or not allow it by clicking the toggle button to OFF.
   2	Add & edit teams	Allow users to Add and edit Teams by clicking the toggle button to ON or not allow it by clicking the toggle button to OFF.
   3	Add & edit properties	Allow users to Add & edit properties by clicking the toggle button to ON or not allow it by clicking the toggle button to OFF.
   4	Add & edit products	Allow users to Add & edit products by clicking the toggle button to ON or not allow it by clicking the toggle button to OFF.
   5	Freeze deal stage	Allow the user to Freeze the deal stage by clicking the toggle button to ON or not allow it by clicking the toggle button to OFF.
   6	View	Allow users to view reports (everything, team only, or owned only).
   7	Downloads	Allow the user to download the report.

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