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Installation Company ERP / CRM

Knowledgebase

How to Add a New APP User

  1. Head to the Main Menu.
  2. Click ‘Admin’, ‘Manage Users’.
  3. Click ‘+Add Account’.
  4. Fill out the fields; First Name, Last Name, Email Address, Roles.
  5. Enter the password you generically set as a company to reset later or a personalised password for the user.
  6. Select the licence, if none are available please contact support rebecca.taylor@businesspilot.co.uk
  7. Press ‘Save’.

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