Add New Users to Your CRM

Your Real Geeks CRM allows you to give team members access so they can manage leads, communicate with clients, and stay organized. Adding users helps teams collaborate efficiently while maintaining control over who can view and manage your lead database.

Users can include agents on your team, administrative staff, or lending partners who need access to your CRM. Each user can be given specific permissions so they only access the tools they need.

Table of Contents

• View Users

• Add a CRM User

• Manage User Permissions

• Delete a User

• Frequently Asked Questions

• Need Help?

• Related Articles

View Users

To see everyone who currently has access to your CRM, visit the Users List.

1. In the CRM Navigation menu, click Users

2. Select Users List

This page displays all active users on your account. From here you can review access, update permissions, or add new users.

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Add a CRM User

Adding a user gives a team member access to the Real Geeks CRM so they can manage leads and communicate with contacts.

1. Open your Users List

2. Click New User
   
   
   

3. Enter the user's email address

4. Click Check Real Geeks
   
   

5. Enter the user's contact information (name and mobile phone)
   
   

6. Select their role

7. Confirm the user cost

8. Click Add User

Once added, a temporary password will be automatically generated and emailed to the user. They will be prompted to update their password after logging in.

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Manage User Permissions

Permissions allow CRM owners and admins to control what each user can access in the system. This helps maintain organization and ensures team members only use the tools they need.

To update a user's permissions:

1. Open your Users List

2. Click the user's name

3. Scroll to the Permissions section

4. Check the permissions you want the user to have

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Delete a User

If someone no longer needs access to your CRM, you can remove them from your account.

1. Open your Users List

2. Click the name of the user

3. Click Delete
   
   
   

4. Choose how to handle the user's assigned leads and follow up reminders

5. Click Next
   
   
   

6. Enter the confirmation code

7. Click Delete

When removing a user, you can reassign their leads to another agent or distribute them using Round Robin.

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Frequently Asked Questions

• Who can add users to the CRM?
  CRM owners and users with admin permissions can add or manage users.

• What happens when a new user is added?
  The user receives an email with a temporary password and will be prompted to create a new password when logging in.

• Can users see all leads in the CRM?
  By default, users only see leads assigned to them unless they have admin or team leader permissions.

• Can I remove a user later?
  Yes. Users can be deleted at any time from the Users List.

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Need Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
• Email support@realgeeks.com
• View our Live Events page for free coaching and training.
• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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Related Articles

• Lead Assignment Overview

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