How to Add a New User in Your LSS CRM

Step-by-Step Guide to Adding a User

1. Log In to LSS CRM

Access your account using your admin credentials.

2. Go to Settings

From the left-side navigation panel, click the gear icon to open the Settings menu.

3. Open “My Staff”

In the settings menu, select “My Staff”. This is where you manage all users in your account.

4. Click “Add Employee”

Look for the “+ Add User” button (at the top-right corner) and click it.

5. Enter User Details

Fill in:

• Full Name

• Email Address

• (Optional) Phone number

6. Assign a Role

Choose a role that fits the user’s responsibilities:

• Admin: Full access to settings, billing, and all features

• User: Limited access to assigned areas

7. Configure Permissions (Optional)

Adjust specific feature access if needed, such as:

• Contacts

• Pipelines

• Conversations

• Campaigns

• Reporting

8. Save and Invite

Click Save or Send Invite. The user will receive an email to set their password and log in.

Best Practices

• Use role-based permissions to control access.

• Avoid giving full admin access unless absolutely necessary.

• Regularly review staff access as roles change.