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Create an Access key for other users to give access to CRM?

< 1 min read

Creating and sharing an Access Key will provide another user access to your CRM. Only share Access Keys with authorized individuals. Our Terms of Service, Acceptable Use Policy, and Privacy Policy govern the use of all users and use of all Access Keys

  1. First, you have to click on the Settings tab from the left side, Click on the Access Keys tab from your top address bar and then click on the create Access key button.
  1. New window is open for you, Enter your detail related to the system, Roles, and IP (for IP if you want) and save the settings.
  1. Copy the keys to a safe place because once you close them without saving you will never again see these keys.
  1. Save your settings your process is complete, Now you can see your key under the Access key tab.