Enable CRM+ Access for a Staff Member

Use these steps to give a staff user access to CRM+.

Steps

1. Go to Settings.
2. Click Staff.
3. Open Admin Staff.
4. Find the staff member and click Edit.
5. Check Enable this user's access to CRM+.
6. Verify the staff member has access to the correct location(s).
7. Click Update.

Troubleshooting

If the user’s CRM+ access isn’t working, return to Settings > Staff > Admin Staff, open the staff member’s Edit page, uncheck Enable this user's access to CRM+, click Update, then check it again and click Update. This often resolves access issues.