Adding Users
To add a new user, please follow the steps below:
1. Go to Soffront Online Homepage.
2. Click on the Settings icon at the top right-hand corner. (See below)
3. Click on the Users option under User and Security settings.
4. To add a new user click on the “Add” + button on the right side of the users Page.
5. New User form opens.
- Full Name: The user’s full name
- Email: The user’s email address ( This will be used as the user name)
- Telephone: The user’s phone number
- Password: Use a strong password
- Security level: Security levels define the user’s access and rights to CRM. Click on the checkbox if the user is a manager.
- Manager Name: The user’s manager.
- Time Zone: The user’s time zone
- Date Format: The user’s preferred date format
6. Click on Create user button to add a new user.
Removing Users
Follow the steps below to delete users from your account.
To remove an existing user, please follow the steps below:
1. Go to Soffront Online Homepage.
2. Click on the Settings icon at the top right-hand corner. (See below)
3. Click on the Users option under User and Security settings.
4. Select the user you’d like to delete from the list and click on the trash icon.
Note: Adding or removing users will be pro-rated and adjusted in your next bill.