How to Add New Users

How to Add New Users

As your company grows and changes you will constantly be adding and changing the users of your system. Please follow the instructions and vide to learn how to add a new user to your system.

  1. Access One.Zoho.com: Open a new tab in your web browser and go to one.zoho.com.

  1. Access Administration Page: Click the gear icon (⚙️) located to the left of your profile image.

  1. Navigate to User Settings: In the administration menu, select "Users."

  1. Add New User: Click on the "Add New User" button to initiate the process.

  1. Enter User Information: Fill in the required information for the new user in the provided fields.

  1. Click "Add": Once you've completed the user's information, click "Add."

  1. Manage User Roles: The new user will appear under "Pending" until they accept the invitation. After acceptance, return to your Blue Mortgage CRM's setup page by clicking the gear icon and select "Users and Controls." Click "Users" again, and then click "Add New User." Select the user's role and profile, and finally, click "Assign" to complete the process