Alexa Best Small and Medium Business CRM Software - ConvergeHub

Add Users

New Users can be added to your ConvergeHub account from the Users section ConvergeHub under the Administration Setup in the Account Setting Page. You are required to click on ConvergeHub button in the upper right corner of the user listing page.
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  • Fill in the First name and Last name (mandatory) in the respective fields.
  • Type in the User Name
  • Type in the title of the user.
  • Select whether the new user will be an administrator or not.
  • Type the password and confirm it.
  • Provide the phone number of the user. If required, you can provide multiple phone numbers.
  • Provide the email id of the user. If required, you can provide multiple email ids.
  • Select the person to whom the user will report to.
  • You can notify the user about the creation of his/her account.
  • Click browse to choose user image.
  • Select the role of the user from the drop down menu.
  • Type in the department to which the user is related to.
  • Set the status of the user as active as inactive.
  • Type in the department to which the user is related to.
  • You can provide the option to the user of changing the password by clicking on the check box.

Address Tab

You can add user address through this section.
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Settings Tab

You can define Time zone, Date format, Language, Currency etc. through this section.
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SMTP Tab

You can add the SMTP setting through this section.
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Social Links Tab
You can add the social links of the user through this section.
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