You can bring new users into the CRM by sending them email invitations. Users will have the roles assigned to them by the admin. 

To add a new user follow these steps,

  1. Go to Admin Settings > Teams & Territories > Users

  2. Here, you can view the user list through an enhanced and a more intuitive user interface. To create a new user, click the Add User button

  3. Fill in the required user details such as their Email, name, title, work number, and other relevant information.

  4. Optionally, you can specify the user's reporting structure, team affiliation, and the specific pipeline they will be working with.

  5. Select the appropriate role for the user based on their designation, such as sales user, manager, or support agent. Configure their roles accordingly.

  6. After configuring the roles, click Save

  7. Once the settings are saved, the user will receive an invitation email containing a link to join your CRM instance.

For details on roles and permissions, check How to configure roles and manage user permissions?