Handle - Admin - How To Create a New User

How to create a new user account in Handle CRM.

Add a New User

From any saved search in admin tools, you can select “Add new.” You’ll then need to set permissions for that specific user. Here’s how to do that:

Step 1: Profile Tab

Starting with the “Profile” tab, fill in the required fields:

• LoginID: This is the 1.0 login id. It can’t be updated after the initial user creation.
• Password: This is a generic password. The system will prompt the user to create their own personal password.
• First Name: This is the name the user wants to use in the system. It may be a nickname.
• Last Name

Then, add in these additional fields:

• Email: This is not a required field to create a user, but an email is required to activate their login access. Please double check there are no spelling errors in the email address.
• Record Manager Type

• Salesperson #: Choose from a drop-down list of all salespeople in the business system. Used for salesperson drop-down menus.
• Deer RACF ID - XID#: Used for Quote Sync.
• Branch/Location: Choose from a drop-down of all possible locations.
• Exchange Sync Email (primary): Used in the Outlook/Gmail integration.
• Default Quote Lead Dealer Account (full users only)
• Default Quote Location (full users only)

Step 2: Security Tab

Under the “Security” tab, set these parameters:

• Choose the license type. For enterprise, set it to Limited. For full users, set it to Full.
• If the user requires a mobile license, select the checkbox next to that field. Verify the status is set as active.
• Select Handle 2.0 access to turn on their login access.
• If you want to force the user to reset their password for any reason, select “Force Reset Password.”

If You See this Error: Email [Address] Is Already Taken

When you’re trying to create a new account, you may encounter an error that says, “Email [Address] Is Already Taken. Please Try a Different Email Address.”

Here’s how to resolve this issue:

1. Go to the Handle Admin Menu
2. Create a search that shows both active & inactive users
3. Update to a grid view and use the filter to search by email address
4. The results should include accounts that have the desired email address
5. Update the unwanted accounts' email addresses. The easiest thing to do is to add a +1 before the @. For example, Name#1@domain.com.
6. Update the desired user profile with the correct address and update the security permission to “Active” & “Handle 2.0 Access” and click save.

Give Enterprise or Full Access to the User

1. Log into ADMIN.
2. Search for and select a user.
3. Select “Security” in the navigation bar.
   
4. Under License Type, select “Full” or “Enterprise” from the dropdown.
   
5. Click Save.