Setting up New User Accounts

It's easy to setup a new CRM user yourself with appropriate permissions by following these instructions:

1. Login to your JunariCRM+ system.

2. Click on the Configuration menu at the top of the screen.
Note: If this option is not available then please ask a colleague with access this menu to follow these instructions, or contact us for further assistance.



Do one of the following:
3a. If appropriate, duplicate an existing user by selecting a user similar to the one to setup, and then selecting More Actions, followed by Duplicate.
3b. Create a user from scratch by clicking the green Create button above the list.

4. Set the Name and Username, trying to be consistent with other usernames on the systems if possible (e.g. john.smith, j.smith, or johns). Try to avoid setting up user accounts for people to share, as this prevents the CRM from keeping an audit trail of activities per user.

5. Optionally, set the Job Title, Phone, and Mobile details.

6. Click Change Password near the top-right and set a secure password. There are lots of random password generators you can use for this, such as the one here.

7. Select each of the access Rights (permissions) for your new user using the drop-down lists on each relevant tab. If you're unsure of how to set some of these, then try opening the CRM in another tab to view another user's settings and copy as appropriate.

Note that unless agreed otherwise that each user incurs a monthly fee, and additional users will automatically be reflected on your next invoice.