How to Add, Update, and Remove CRM Users in Movegistics 5.0

Note: The number of users you can add depends on your subscription plan.

Step 1: Access User Management

1. Click on the Settings icon.

2. Navigate to the Users section in the men

Step 2: Add a New User

To add more users to your current plan reach out to [e-mail] to assist you. 

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Updating CRM Users

Admins can update user details, including:

• User names

• Email addresses

• Passwords

• Email signatures

• Assigned move coordinators

How to Update a User

1. Navigate to Settings > Users.

2. Click on the user you want to update, or select multiple users using checkboxes.

3. Click Edit to modify details.

4. Save changes to apply updates.

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Removing CRM Users

To remove a CRM user:

1. Navigate to Settings > Users.

2. Select the checkbox next to the user(s) you want to remove.

3. Click the Reset Password or Delete option at the top.

4. Confirm the deletion to remove the user from the system.

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Conclusion

Following these steps, you can efficiently manage CRM users in Movegistics 5.0. If you need to increase the number of users in your plan or upgrade, contact Movegistics Support at [e-mail].

For further assistance, visit our Help Center.