amoCRM is a great tool which provides great help for your business; not only for you, but for your managers and any of your colleagues. That’s why in amoCRM there is full functionality to manage users and use it to its fullest potential.
To add users in amoCRM, just follow the steps below:
- Go to amoCRM Settings > Users
- Click ‘Add user’ at the top-right corner
A menu opens where you have a full setup of a new user, here you need to indicate their name, email, password, and group.
At the bottom of these options, you will see a section to setup User rights, which is described in an additional article.
If you start to add an email for a user in amoCRM and you see the error message “This email is already registered, please pick another one” this means that this user already is registered in amoCRM. Just click on “Add” and enter only the email of the user you want to add, click “Save” and the system will automatically add their name and password that they had before.
User groups help you divide users between their departments with specific permission sets. For example, you may want to create a group with less permissions access for Sales Development Reps and another group with more permissions access for Account Managers. To create a group, open the Users section of amoCRM in “Settings” and then click on three dot menu at the top left corner near “Add user.”Here you will see a “Group settings” button, where you can add, rename, or delete groups.
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