Add Users - Add and Manage Agent Access to the 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

• Cost for Adding Users

• 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.

_{Back to top}

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.

_{Back to top}

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

_{Back to top}

Cost For CRM Users

Every Real Geeks subscription includes a number of CRM users at no additional cost.

The number of included CRM users depends on your subscription plan:

• Establish: 2 included CRM users
• Grow: 3 included CRM users
• Expand: 5 included CRM users
• Conquer: 15 included CRM users

Once you exceed the included seats for your plan, additional CRM user charges may apply.

How to View Your Billing Plan

To view your current plan, included seats, and additional user costs:

1. In the Real Geeks CRM, click your domain name in the top-right corner
   
   

2. Select Billing

3. Review your plan details under Upcoming Billing Summary
   
   

_{Back to top}

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.

_{Back to top}

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.

_{Back to top}

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

_{Back to top}

Related Articles

• Lead Assignment Overview

_{Back to top}