The purpose of sending a user credential to a client is to access the external CRM. This article will walk you through how you can find and send user credentials.
Follow the steps below to send a user credential to a client:
Step 1. Select a company from the Agency Dashboard.
Step 2. Click Setup.
Step 3. Click the Users tab.
Step 4. Click the user you are working on.
Step 5. On the user window, edit the Personal Information or Login Credentials.
Step 6. You can also Activate or Deactivate a user account if need be.
Step 7. Additionally, you can send the User Credentials to the user using the Send User Credentials button.
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