How to setup new Admin users in suitecrm? Any Training videos on how to use the system?

💬 General Discussion
1

How to setup new Admin users in suite CRM?

Any Training videos on how to use the system?

How do I setup user permissions, and make it so the users can only access what I allow them?
For example, the CEO gets access to everything, but maybe a marketing guy only has access to a few modules under an account record?

2

Hi samuelhale,

I would suggest having a read-through of the SuiteCRM userguide. The particular section you are looking for is titled “A Typical Hierarchy Setup”

Thanks.

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I’m having trouble finding “A Typical Hierarchy Setup” when I search the wiki, can you send me the link? Thanks!

4

Nevermind, I found it closer to the bottom scrolling through the content. https://suitecrm.com/wiki/index.php/Userguide#A_Typical_Hierarchy_Setup
Link attached for those who are new like me. :slight_smile: