Adding G Suite Users to the CRM

Adding G Suite Users to the CRM

Adding G Suite Users to the CRM

After creating a CRM account, users with the Super Administrator's privilege can add users from G Suite to the CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and update the roles and profiles of the users to match your organisation's hierarchy.

To add users from G Suite

  1. In G Suite, click on (the Apps icon).
  2. Click More >  CRM.
    You will be redirected to the CRM.
  3. In the CRM, click Settings > Setup > Marketplace > Google > Users.
  4. In the Add Users from G Suite page, select the users you want to import.
  5. Click Add to the CRM.
    The selected users will be added to your CRM account.
  6. Go to Setup > Users & Control > Users to update the users' profile and role.
    The user will be added but will not be a confirmed user. You have to send invitation to the user.
  7. Once the user accepts the invitation he will be automatically added to the CRM account.
Note:
  • If you exceed the license limit after the 15-day trial, users will be deactivated until you buy additional license. We suggest you check the license limit in the Manage Subscription page before importing users into the CRM.
  • You can add users based on your license limit in the CRM.
  • Users added beyond the license limit will be deactivated until you buy additional user licenses.
  • After subscribing for the additional licenses, re-invite the deactivated users from Settings > Setup > Users & Control > Users page.
  • The users that you import will be assigned the Manager Role and Standard Profile.
    You can click Settings > Setup > Users & Control > Security Control to update the users' profile and role.



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