linkedin image Skip to main content
Buy Now, Pay Later!

Flexible Monthly Payment Plans Made Just for You

Explore Payment Options
July 8, 2011 Business Technologies

4 Steps to Add New Users in SugarCRM

Sonja Headshot
By Sonja Fridell

Here are a few easy steps to add users to your SugarCRM instance…

  1. Go to Admin – User Management
  2. Hover over the Users tab on the quick access bar near the top of the page. You’ll see a drop down that has the option “create new user”
  3. Fill in the users information and at the bottom, configure their email correctly. If they’re using an external email client, most likely, than set that preference.
  4. Hit Save and the user will receive their credentials!

Step 1, Admin – User Management

 

 

 

 

 

Don’t forget to set email client preferences!

Share This Post

Related TagsCRMSugar Sell

Ready to rock? So are we!

hand gesturing 'rock on' with a silver studded leather bracelet on the wrist.

Benefits of working with BrainSell:

  • We guarantee outcome-based solutions.
  • We practice what we preach – business growth (since 1994).
  • You’ll get Big-Firm advice, without the sticker shock.
  • You get a partner for the long haul — your success is our success!