1. ⚙️ Go to Settings → My Staff
 • On your CRM desktop dashboard, navigate to Settings → My Staff.
 • Click Add User.

2. 🧍 Enter User Information
 • Fill in the new user’s details: First Name, Last Name, Email, Phone Number.
 • Click Next.

3. 🔐 Assign Roles & Permissions
 • Choose the level of access the new user should have.
 • Review permissions carefully before saving.

4. 📩 Send the Invite
 • Click Save.
 • The new user will receive an email invitation to create their own login credentials.

💡 Pro Tip:
Add each member of your organization as an individual user rather than sharing logins — it keeps activity organized, permissions clear, and accountability easy to track.