How to Add Users and Modify Permission

This video provides guidance on adding users to a Flowfusion account and customizing their access to specific features within the CRM. Here are the key steps outlined:

1. Settings: Navigate to the settings tab in the Flowfusion interface.

2. Adding Employees: Under "My Staff," click on "Add Employee" to initiate the process of adding a new user.

3. User Details: Enter the required information for the new user, including first name, last name, and email address.

4. Setting Permissions: Customize the user's access by selecting or deselecting features and functionalities listed under "User Permissions." This allows administrators to limit access to specific features as needed.

5. Saving Profile: Once permissions are configured, save the profile to finalize the setup process.

6. Login Credentials: After saving, the newly added user will receive login credentials via email. They will be prompted to set up their password to access the account.

7. Completion: With the setup complete, the user can now access the Flowfusion account with the specified permissions.