FAQs on User Management | Online Help - Bigin by Zoho CRM

Who is a user in Bigin?

A user is someone with an access to a Bigin account, who can create and manage records, send emails, log calls, etc. Employees in your organization can be added as users in your Bigin account. Each user has a role and profile associated with them that defines the data they can access in Bigin and the actions they can perform on that data.
To add users 
  1. Log in to Bigin with administrator privileges.
  2. Go to Setup and then Users and Control and choose the Users tab.
  3. Click +New user button.
  4. In the Add New User window:
    1. Enter the First Name and Last Name.
    2. Add the user's Email Address.
    3. Choose the Role and the Profile from the dropdown lists.
    4. Click Invite User.
      An invite is sent to the user. The user will be added to your Bigin account once the invite is accepted.

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