How can I add users to my Nonprofit Vertical CRM account?
In Nonprofit Vertical CRM, only administrators can add users with the steps below:
Click Setup > Users and Control > Users.
In the Users page, click Add New User.
In the Add New User page, enter the following details:
First Name and Last Name - It is mandatory to enter the Last Name.
Email - Enter a valid user email address that isn't associated with any other Zoho CRM account.
An invitation will be sent to this email address.
Role - Choose the role for the user in your organization.
Profile - Choose a profile that defines the user's access rights in Zoho CRM.
You can also add other details such as phone numbers, address, photo, fax, website URL, date of birth, language, and other important details after you add the user.
Click Save.
Related Articles
How to subscribe for additional Nonprofit Vertical CRM users?
To purchase user licenses, login to Nonprofit Vertical CRM, click on Upgrade Link on the Top, choose your plan, number of users & add-on licenses and proceed to check-out.
Managing CRM Account Settings
Once you sign up for Nonprofit Vertical CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change ...
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...
Users, Roles and Profiles
Users: Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) ...
Checking Duplicate Records in Nonprofit Vertical CRM
When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Nonprofit Vertical CRM helps you arrest duplicates even before they can be created, with the help of what ...