How Do I Add/Remove New Users to the CRM

Adding Sub-Users to Your AgentLocator CRM

You are able to add sub-users to your AgentLocator CRM. Depending on the services you have with us, you will either have a limited amount of free user accounts you can add, or adding a new user will increase your monthly budget by $15.

Note: New users can only be added through the main account holder's CRM.

How to Add a New User

1. Navigate to Administration and click on User Accounts
2. Click on Add New User
3. Complete the required fields:
   • First Name (mandatory)
   • Last Name (mandatory)
   • Email (mandatory)
   • Password (mandatory) – please type this in manually; passwords are not auto-generated
4. Optional field:
   • Cell Number – not mandatory, but required if you want the user to:
     • Receive text alerts
     • Send texts to leads
     • Receive texts from leads

Additional User Settings

• Admin Rights
  • When enabled: User gains access to all lead databases and administration functions
  • When disabled: User only sees leads assigned directly to them
• SMS Alerts
  • Turned on by default
  • You have the option to turn them off if needed
• Email Tracking
  • Should be activated so your user can see the status of emails sent to leads (delivered, clicked, error, etc.)

How to Remove a User

To remove a user account:

1. Navigate to the user's profile
2. Click the Disable button

The user will no longer have access to the CRM, and their lead assignments can be reassigned as needed.