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How to Add Users

Learn how to add users to the CRM

 

Step-by-Step Instructions

1. Log in to the CRM


2. Navigate to Settings

  • Click Settings
  • Select Team

3. Send Invite 

  • Click the Send Invite button in the upper right corner
    • Add Users Email Address (this will be their login email)
    • Pick Role Permission
    • Pick Position/Title 
  • Click Send Invite in the bottom right corner 

Screenshot 2026-10-20 at 9.19.40 AM

Screenshot 2026-10-20 at 9.21.23 AM



Need Help?

If you run into any issues, reach out to:
support@ggms.com