New User Creation Flow

New User Creation Flow

Software Updates

February 23, 2024 ● 2 min read

New User Creation Flow
A small business owner adds a new team member to the CRM and invites them to set their own password via email verification. This streamlined process enables the team member to access the CRM securely without the need for manual password assignment, expediting the onboarding process.
New User Creation Flow: This feature streamlines the user management process within the CRM by allowing users to set their own passwords via email verification, eliminating the need for manual password assignment and enhancing security.

⭐️ Why Does It Matter To Your Business?

  • Simplified User Onboarding: Users can now seamlessly set their own passwords upon account creation, reducing administrative overhead and providing a more user-friendly onboarding experience.

  • Enhanced Security: By requiring email verification for password setup, the feature ensures that only authorized individuals gain access to the CRM, bolstering overall account security.

  • Improved User Experience: With a standard self-service password management system in place, users can enjoy a familiar login process consistent with modern software platforms, promoting ease of use and efficiency.

⭐️ How To Use New User Creation Flow:

  1. Access the settings in your account. 

  2. Now access My Staff from the left navigation menu and click on “+Add Employee.”

  3. Fill in the required fields. 

  4. You can set the Permissions, roles, etc. according to the requirements. After everything is done, click Save. 

  5. After that, the user will receive an email from where they can login. Click on the login button in the email.

This feature enhances user onboarding efficiency, strengthens account security, and provides a seamless login experience within the CRM.

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