How to Create a New User in vTiger

Updated on Dec 10, 2015

This feature will allow you to add new users on your website and assign a specific role for them.

To do that, you need to log into your website as administrator and then navigate to the Settings icon and then CRM Settings.

Access CRM settings in vTiger

Locate the Users & Access Control section and click on the Users service.

Access users manager in vTiger

Click on the Add User button.

Add new user in vTiger

Enter the information for your new user. There are 9 sections that you need to complete.

User Login & Role: Enter the login details for the new user and the role.
Callendar Settings: Enter the calendar settings to be used for the new user.
Currency and Number Field Configuration: Select the currency configuration for the new user.
More Information: Additional information for the new user.
User Address: Enter the address of the new user.
User Photograph: Upload a picture for the new user.

Edit user details in vTiger

When you complete the changes, click on the Save button to create the new user.

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