This is an article on how a CRM user with Administrator permissions can set up new users in their Access CRM system.
Please note: CRM User Logins are not synced from Evo or Workspace and need to be manually created in CRM.
Log into the CRM, click on your User icon to open the User menu and select Profile.
Users will appear on the module menu bar; select the dropdown and pick Create New User.
Give the user a username, first name, surname and an email address.
Save the new user account.
The user will then need to use the 'Forgot Password' function on the login screen to set a new password and log into the CRM.
If 'Forgot Password' does not show up, an Admin user will need to enable this functionality in the Password settings in the CRM.
If the user gets an error when using 'Forgot Password', an Administrator user will need to verify the SMTP settings in CRM are correct.