video1.0<iframe src="https://www.loom.com/embed/a05e75a9693b4f2fa975dade7c227eb5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a05e75a9693b4f2fa975dade7c227eb5-4839b3f5aa58f7c3.gif39.926In this video, I walk you through the process of adding a new user to our CRM. First, you'll navigate to the settings on your desktop and select "my staff." After entering the user's personal information, including their first name, last name, email, and phone number, you'll proceed to set their roles and permissions. Once you save the changes, the new user will receive an invite to create their own login. Please make sure to follow these steps carefully to ensure a smooth onboarding experience for our new team members.