Add New User

Add New User

The following steps explain how to add a new user.

1. Login to Carter CRM using your username and password.

   

2. Click Users in the administration menu on the left.

   

   
   

3. Click on the +New User button

   

   
   

4. Enter the new user's information into all fields. Then click Save & Continue.

   

   
   
5. Select the Region then double-click to select the District for the new user then click Save & Continue.

6. Add the Emergency Contact for the new user if applicable, then click Save.

Only users with appropriate account permissions may add new users. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact Carter Customer Support for further assistance.