How can we help you?

Assign User License

crm.png

CRM User Licenses grants a user certain permissions in CRM to manage your organization's prospect pools, prospect stages, prospect owners, etc... Click here to learn more about user license functionality.

Your organization has a finite number of user licenses. To assign a user license to a member of your team, click the ellipsis ellipsis.png on your navigation bar and select CRM from the dropdown menu.

Screen_Shot_2019-04-02_at_3.20.03_PM.png

Click into the Licenses panel on the right-hand side.

Screen_Shot_2019-04-02_at_3.25.31_PM.png

The Manage CRM Account page identifies the current users who hold Admin Licenses, User Licenses, and available licenses to assign. Click the Edit icon edit.png inline with an unassigned user license.

Screen_Shot_2019-04-02_at_3.30.36_PM.png

Use the subsequent dropdown box to select a user who will be assigned the CRM User License. 

Screen_Shot_2019-04-02_at_3.35.44_PM.png

The selected user will be granted a CRM User License.