- Click on the Settings tab and select the Manage Users link
- Click the Add New Member button
- Proceed to enter the user's information
- Select the relevant permissions that you would like the user to have (see below for more information).
The CentreCRM permissions system allows you to limit each user's access to resources in your company, such as Clients, Contacts or Jobs.
The following access levels are available:
No Access – The resource is entirely inaccessible to the member
View Only – The member can view the resource but cannot make any changes to it
View & Edit – The member can view the resource and make changes to it
Note that it is not possible to change the permissions for the owner of the company, who will always havefull access to all resources.