Add CRM User

To add a new CRM user for a CRM organization navigate to the following path:

Click on the Service Management link and then select Users tab. Click on the Add User button.

Note: Existing user can be modified or disabled by clicking on Edit and Disable respectively.

The add user screen displays following:

• User: You may create a new user or select an existing (that is used by other services e.g. Exchange, SharePoint but not CRM) active directory user account.

• User Role: Select the user role you wish to assign to the new user.

• Email: This is the email address where CRM account email is sent.

Click on the Save button when done.

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