Invite users to InsightsCRM
Follow these steps to invite users to InsightsCRM:
- Navigate to the Admin module.
- Click on the Manage Users Tab.
- Click on the Invite Users icon.
- Enter the Email Address of the invitee user.
- Select the Group from the dropdown to provide appropriate access.
- Click on Send Invite icon to send the invite.
Related Articles
Add Users to a Particular Group in Insightscrm
Click on the Admin tab. Click Privacy Settings. Click on the Group name where you want to add users. Click on Add User. Select the name of the user(s). Click on Save and the user(s) will be added to the group.Deactivate or Reactivate user from InsightsCRM
Access Admin Module: Open the Admin module in InsightsCRM. Manage Users: Select 'Manage users'. Hover on User’s name: Hover over the user’s name and it will highlight the Deactivate button. Deactivate: Click on the 'Deactivate' button that ...Configuring Individual User Permissions in Admin Module of InsightsCRM
Access the Admin Dashboard: Navigate to the Admin Module in InsightsCRM. Manage User Access: Select 'Manage Users' to modify user access controls. Choose a User: Pick a specific user from the user list to adjust their permissions. Adjust Permissions: ...Create a New Group to Manage Users Within Insightscrm
Navigate to the Admin module. Go to Privacy Settings. Click on the ‘Create New Group’ option. Enter the Group Name. Click on Create Group.Personalize your Email and send it to multiple recipients all at once in InsightsCRM
Personalize is the new enhanced functionality that we have added to our mail section which will allow users to personalize their emails. Instead of writing their basic details all the time, users can easily use the personalization functionality. To ...