CRM: Creating new users on the Client Port

How to Create a New User on the Client Portal

1. Log in to the client portal.
2. Click on User Manager.
3. Add a user and fill in all required details.

User Permissions:

• If the user requires full access to the system, do not assign any specific permissions.
• If the user requires limited access to the system, assign the required permissions only.

To assign specific branches to a user, click Assign under Assign Branches, then select the user and the required branch to be accessed.