Create a new User

The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and their permissions.

Managers are able to create new users, change passwords if required, restrict or provide access to features/records and deactivate users.


Step 1. Log into your CRM database (refer to Logging On for further information).

Tip: Only users with the Manager role have access to manage 


Step 2. On the left-hand side of the Home screen, click the Manage Users link.

Manage Users link

You will be taken to the Users List page – current system users will be displayed.


Step 3. Click Create New User on the left-hand side menu

Create New User


Step 4. Complete the required information in the following panels:

User Information

  • User
    • Enter a User Name as required (usually first initial last name – e.g. jsmith)
    • Note – Status must be set to Active for the user to log in
  • Change Password
    • Enter a password for the new user – they should change it once logged in
  • Email Options
    • Enter the user’s email address
  • User Information
    • Enter the remaining user information as required

Completed User Data

Do not edit any information in the following panels:

  • User Settings
  • Layout Options
  • Locale Settings
  • Calendar Options


Step 5. Scroll to the bottom of the page and click Save

The user is created successfully with the Basic role assigned

User Created

Basic role


Next Steps

Editing User Permissions

Further Information

For information on editing the permissions for a new or existing user, refer to the Editing User Permissions article.


Updated on May 24, 2018

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