Create Your Users

To create users on aimtheory CRM, it's very easy.

• Click on the Settings tab
• Under the first section, "Users and Access Management", click on Users
• Click the New User button
• Fill out the form with all of the required information
• If you want the user to be an admin, just check the box marked "Admin"
• Click Save, and the new user will receive an email notification with their new username and password and link to the login page

Recommended Next Steps

• Import Leads/Accounts/Contacts
• Setup Your Email