Within Teamwork CRM, you can add new users via the Users subsection of your site settings.
To add a new user, click your profile icon in the top right corner of your site and select Settings from the dropdown menu.
In the settings area, select the Users tab from the left navigation menu.
At the top of the Users subsection, you can then select the green Add user button.
The Add a User pop-up modal will allow you to:
- Add an image
- First name
- Last name
- Job Title
- Email
Once you click Save, the user will be added to your site and an email invitation will be issued to the new user allowing them to create a password to log in to the site.
You can resend an invite from the options menu (three dots) to the right of the user’s name.
It is also possible to edit the user or remove them from Teamwork CRM via this menu.
Note: Choosing the Remove from Teamwork CRM option will remove the user from the Teamwork CRM users tab (active users) and place them in the Other Teamwork users tab (disabled users).
Adding multiple users
The Users subsection also provides the option to add multiple users at once.
Select Add multiple users in the top right corner of the Users section.
The Add users pop-up modal will allow you to enter a first and last name along with the user’s email address. To add additional users, select the + Add user option.
Once you have filled out the details for each new user, select Invite to create the users on your site and send the corresponding email invitations.
Removing a user from Teamwork CRM
You can remove a user from your Teamwork CRM users list via the options menu (three dots) to the right of the user’s email address.
When deleting a user, you will be given the option to transfer any associated items to another user.
For more information, see: Different Ways to Add a User