Creating a new user in Logixx CRM is simple and quick. Follow the steps below to add users and assign the necessary roles and access.
Steps to Create a User:
Login to your Logixx CRM account.
Navigate to Admin > Security Setup > Manage Users.
Click the Add User button.
Fill in the Required User Details:
In the pop-up window, enter the following information:
Branch
Active (checkbox – make sure it's selected if the user should be active immediately)
User Name (required)
Email (required)
Roles
Lead Role
First Name (required)
Last Name (required)
Phone (optional)
Profile Image (optional)
Timezone (required)
Check the Following Options:
☑️ Send password in email to user upon completion (Recommended to notify user with credentials)
⬜ Require user to change password the first time login (Optional)
⬜ Send password in email to recipients (e.g.
[email protected]; [email protected]) (Optional)☑️ Auto Generate Password
Finalize the Process:
Click Save & Close to create the user.