Why This Feature Matters
Adding new users to your Sierra CRM account is an essential task for team collaboration and task management. Whether it’s for team members, admins, ISAs, or lenders, granting access to your Sierra CRM allows them to receive and track leads, make and receive calls, emails, texts, and manage tasks effectively. This article will guide you through the process of adding a new user and setting permissions based on their role.
You must be a Primary Manager or Manager-level user to add new users.
Step-by-Step Instructions
1. Access the User Management Section
- From the backend of your Sierra CRM, click on ‘USERS’ in the main navigation menu.
- Select ‘Users’ from the dropdown menu that appears.
2. Add a New User
- Click on the ‘Add New User’ button to begin the user creation process.
3. Enter User Information
- On the ‘Add a New User’ page, fill in the necessary information:
- Name
- Phone Number
- Set up a generic password for the new user.
- Note: New users can upload their pictures after their account is created.
4. Select User Type
Choose one of the following User Types for the new user:
- Agent: Can view only their assigned leads.
- Lender: Set specific permissions (more details below).
- Manager: Can view all leads in the backend of your account.
5. Set User Status
Set the user’s status as either:
- Active
- On Hold
6. Customize Email Signature (Optional)
All users can create a simple Email Signature in this area to personalize their communication.
7. Set Permissions Based on User Role
After entering the user details, grant permissions based on their role:
-
Agent, Manager, ISA, Lender
(Refer to the detailed guides below for specific permissions.)
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For more information on permissions, you can check the following articles:
- What are Smart Filters?
- What are Email Notifications?
- What are Content Pages?
- What are Saved Searches?
- What are Single Property Sites?
- What are Manual Listings? (Check with your MLS® Board to confirm if this feature is allowed.)
- What is the Sierra Academy?
8. Send New Account Notification Email (Optional)
Once the user is added and permissions are set, you have the option to send a New Account Notification Email. This email contains login credentials and instructions for the user to access their new Sierra CRM account.
- If you do not send the email during user creation, you can always send it later by editing the user’s profile and toggling the permission to ‘Yes’ for the notification.
9. Save and Finalize
- Click ‘Save and Edit’ when you’re done.
- The new user will now be added to your account with the appropriate permissions.
Conclusion
We hope this guide helps you successfully add new users to your Sierra CRM account. By assigning the right user type and permissions, you can ensure your team has the access they need to perform tasks efficiently.