5. Adding other users to your CRM

5. Adding other users to your CRM

Introduction

This article will show you how to add other users to your Cloven CRM so your team can collaborate effectively, manage leads seamlessly, and stay aligned within a shared system.
Info
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How to Use

👥 How to Add Users to Your Cloven CRM

Adding users to your Cloven CRM allows your team to collaborate effectively within the system. Follow the steps below to invite new users and assign them access to the CRM app.

Step A: Access the Zoho User Management Portal

  1. Log in to your Cloven CRM account.

  2. In your browser, go to: https://one.zohocloud.ca

  3. Press Enter to navigate to the Zoho One User Management Portal.

Step B: Add a New User

  1. Click the gear icon (⚙️) in the top-right corner of the page.

  2. Select Users from the dropdown menu.

  3. Click Add User (located in the top-right corner).

  4. Fill in the required fields:

    • First Name

    • Last Name

    • Email Address

  5. Click Add to send the user an invitation to join your Cloven CRM account.

Step C: Assign the CRM App to the User

  1. Hover over the name of the user you just added.

  2. Click the three-dot menu next to their name.

  3. Select Assign App.

  4. In the pop-up window, click the plus (+) icon next to CRM to assign them access.

📌 Repeat this process for each additional user you want to invite to the system.