Within Teamwork CRM, you can add new users via the Users subsection of your site settings.

Add a user

  1. Click your profile icon in Teamwork CRM's main navigation menu.
  2. Select Settings.



  3. Click Users in the left navigation menu.



  4. Click Add user in the view's top right.


  5. Set the user's first and last name.
  6. Enter the user's email address.


  7. Add an image and job title (optional).
  8. Click Save.

The user is added to your site and an email invitation is sent to the associated email address with an invite link to create their account and log in to the site.


Add multiple users

  1. Click your profile icon in Teamwork CRM's main navigation menu.
  2. Select Settings.
  3. Click Users in the left navigation menu.
  4. Click Add multiple users in the view's top right.
  5. Enter a first name, last name, and email address.
  6. Click Add User for each additional person you want to add, repeating step 5 to fill out their details.
  7. Click Invite.


Resend an invite

  1. Click your profile icon in Teamwork CRM's main navigation menu.
  2. Select Settings.
  3. Click Users in the left navigation menu.
  4. Select the Teamwork CRM users tab.


  5. Scroll to the relevant user. You can only resend invites to users with the Invite sent tag beside their name. 
  6. Click the ellipsis (three dots) on the user's right.
  7. Select Resend invite.




For more information, see: Different Ways to Add a User