Contents / Getting Started

Registering Users

1. Adding new employees to the system is permitted to administrators and HR managers on page "Users":

or from HR panel:

2. You can also send invitations to self-registration:

The self-registration link — — will take new users to the page below:

When registered, new users will appear in the "New" tab on page "Users":

Click this tab to open the list of new employees. Select one and enter profile edit mode:

Things you need to adjust in user profiles:
  • user status (staff/freelance);
  • user type (Administrator/User/Manager);
  • access to CRM (grant access to a certain CRM group).
Read more about how to edit user profile (including type and status).

Select user type and status:

Grant access to the CRM:

New users can now log in with their login and password.

You may also be interested in: User Profile

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INTRUM CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.