How to add a new user to your account

To add additional users to your account please watch the video below.  The instructions are the same for free trial accounts, but trial accounts are limited to 3 users.

 

Once you have purchased an additional user license from us, you will need to log into your Adviser CRM account and add a new user by following the instructions in the video below.  After you have added the new user, your new user will receive an email inviting them to join your Adviser CRM account.  They will need to click the link in the email and the will then be asked to create a new password of their choice and then they will log in.