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How can I add CRM to an existing user?

1.      Log into the Control Panel:

 

2.      Click Hosted Organizations:

3.      Select your Organizations Name:

 

4.      Select CRM Users:

5.      Select CRM Users and Create New CRM User:

6.      Use the address book icon next to the Display Name to browse for the previously created user.  See "How to Add a User Account"

7.      Select Create CRM User.

8.      When the user is created, assign the appropriate role and select Save Changes.

 

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