Users are added in the Core CRM Pro Preferences section. To add a new user to access the Core CRM Pro, perform the following steps: 

1) Navigate to the Preferences module in Core CRM Pro 
2) Click on “User Accounts” 
3) Click the “+” icon in the Account portal 
4) Provide the username and password in the dialog text fields 
5) Confirm the password by entering it a second time in the Confirm Password field 
6) Click “Submit” 

If the account is successfully created, the Core CRM Pro can now be accessed by that account! 

 

Course Link:

https://www.productivecomputinguniversity.com/courses/core-crm-pro-training