Adding Users

Adding Users

1. Log in to your Frappe system with an admin or a user who has permission to manage users.
2. Go to the User section:You can find it by searching for "User" in the search bar at the top or navigating to it under the "Settings" module.
3. Create a new user:Once you're in the User section, click on the "New" button.
4. Fill in the details:
• Add their email address (this will be their login ID).
• Enter their name (first and last).
• Assign them the right role (e.g., Sales, Manager, etc.).
• Send Invitation: Check this option to send an email invitation to the user for account activation.
5. Once all details are in, hit Save to create the user
6. The new user will get an email to set up their password and start using the system.
7. User View in CRM: After the user is added, they can be tagged or associated with specific records (like leads, opportunities, or projects) within the CRM.