Provide each Salsa CRM user with a unique login to control access and keep track of data entry work. 

Check out the User Configuration training course in Salsa Scholars.

To add a new CRM user...

1. Add an individual Constituent record and Save the record.
2. Select the Access Control node in the Constituent Explorer menu on the left.
3. Create a User ID. The Suggest button will automatically suggest their first initial and full last name, such as JSmith. If a user already exists with that User ID, a sequential number will be added to the end, such as JSmith2. The User ID can be edited manually if that user ID does not conform to your standard operating procedures. User IDs are not case-sensitive.
   
4. Add a User Email and User Phone. Both are required.
5. Assign a Role. Salsa CRM's Role-based permissions allow for access to functionality based on a user's job needs. Once you set the Role, the Permissions table displays what functionality team members can view or execute.
   
6. Click Send Invite Email button. The invitation will be good for seven days. The date sent timestamp appears directly below the button.
   

User Logs In for the First Time

1. The user clicks on the link in the email.
   
2. The user sets a password with new criteria.
   
   Your password must be at least eight characters long, and must meet at least three of the following four criteria:
   • • One English upper case letter (A through Z)
     • One English lower case letter (a through z)
     • One number (1, 2, 3, 4, 5 ,6, 7, 8, 9, 0)
     • One special character (!@#$%^&*()_+|~-=\`{}[]:";'<>/)
     • CRM checks all password attempts to ensure they meet the above criteria.
       
3. Click the Continue button. As soon as a valid password is submitted, the user is logged in to Salsa CRM.

Once the password is set on an account, the hyperlink in the invitation email may not be reused to create an account.