As organisations grow or change over time, you may need to change those Users that need to access your CRM account or add new/delete Users. In order to do this you can either create/Delete new Users for people entering or leaving your organisation. Or you have the option to activate new Users or deactivate Users no longer requiring access after transferring ownership of their tasks, records etc.

a.     Go to Setup > Users and Controls > Users

b.     Select +Add new User

c.     In the Add New User page add the following details

                                               i.     First Name and Last Name

                                             ii.     Email

                                           iii.     Role

                                            iv.     Profile

                                             v.     Any other additional details available

d.     Click Save

e.     The new User will receive a confirmation email which once confirmed will change the status of the User to, “confirmed” in the CRM

2.     To activate a new User

a.     Go to Setup > Users and Controls > Users

b.     Once on the Users Page, select the Inactive Users view

c.     Select the checkbox for the Users you would like to activate

d.     Click activate

3.     To deactivate a User

a.     Go to Setup > Users and Controls > Users

b.     Once on the Users Page, select the Active Users view

c.     Select the checkbox for the Users you would like to deactivate

d.     Click deactivate

4.     To delete a User

a.     Go to Setup > Users and Controls > Users

b.     Click on the User you would like to delete

c.     Select delete this User