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How to manage users in Adviser CRM

The following video will show you how do the following.
  1. How to add a new user after you add to your subscription
  2. How to deactivate a current user
  3. How to delete on old user and transfer records to an existing user
Any increase or decrease of licensing needs to be done through our support desk.  Deactivating a user does not reduce the number of licenses you have, you need to request a reduction in licenses.