---
title: How to create a user as a team member using Roles
description: "# Steps to create a user as a team member ### Create a role Please, navigate to the ‘Settings’ on the left menu bar. Once the page is opened, please click on the ‘Role’ menu on the top bar. ![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-13-1024x389.png)…"
url: "https://crmhelpdocs.com/docs/how-to-create-a-user-as-a-team-member-using-roles/"
updated: "2023-09-06"
category: Contacts (Database)
---

# How to create a user as a team member using Roles

# Steps to create a user as a team member

### Create a role

Please, navigate to the ‘Settings’ on the left menu bar. Once the page is opened, please click on the ‘Role’ menu on the top bar.

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-13-1024x389.png)

Please, click on the ‘Create New Role’ button to create a role

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-14-1024x212.png)

Please, provide the access as per your requirements

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-15-1024x517.png)

💡 No need for this step if you want to provide users with full access to your account. Please use the ‘Default Role - All Access’ .

### Create a contact for your user (optional)

Create a contact for the user if you don’t have that already. Please, click on the ‘ Contact or Database’ menu on the left menu bar. Once the page is loaded, click on the ‘Create Contact/User’ button.

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-16-1024x198.png)

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-17-1-960x1024.png)

💡 You can ignore this step if you have an existing contact already.

### Create the system user

Open the contact you want to convert as a team member. On the contact card, you will have the option to create a system user.

Assign, password, role, etc. for that contact.

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-18-1024x480.png)

Please, choose the correct role and save the settings.

![](https://crmhelpdocs.com/wp-content/uploads/2023/09/Untitled-19-693x1024.png)