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Adding Users To Your Account
Laura Betterly avatar
Written by Laura Betterly
Updated over a week ago


In this short tutorial, I'm going to show you how to add additional users to your account. You can have an unlimited number of team members accessing your CLOSEM account. Since you can assign your contacts to users, I find it helpful to set this up. First of course, you can add new users at any time, and that can be staff members with specific roles or volunteers or contractors. It's unlimited to add new users, click on your name in the upper right hand corner and the pull down menu that appears click on user management,


click on the add button and add your new user. Please make sure to use a strong password with special characters, numbers, and upper and lowercase letters. Don't use password or one, two, three, four, five, or anything a hacker can easily use to get into your system. You can label your users with a business function, such as customer service or representative. In this case, Richard is going to be customer service, and then you can assign them a user role within the system admin manager or user. This last feature allows you to make sure your contacts get followed up with promptly. In this case, Richard will be notified when any contacts assigned to him, reply to messages either to this cell phone is email, or if you don't wish any notices, select no click save and you're done.

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