How to Create a New User (for Your Team or a Customer)

Method 1: Creating a User for Your Team (An Internal Employee)

Use this method to add a new employee from your own company who needs to log in to Brilliance CRM.

1. From the main menu on the left, click the Users module.

2. In the top-left corner of the user list, click the + Add New button.
3. This will open the "Add New User" form.
4. When filling out the form, ensure the Account Name field is set to your own company's name. This is what links the user to your team.

Method 2: Creating a Contact for a Customer Account (An External Contact)

Use this method to add a new contact person (e.g., an employee, point of contact) to one of your existing customer accounts.

1. Navigate to the detail page for the specific Account you are working on.
2. Click on the Users tab within that account's record.
3. Click the + Add New Account User button.

4. This will open the "Add New User" form. The Account Name field will be automatically filled in with the customer's company name, correctly linking the new contact to them.

Filling Out the User Profile Information

From this point on, the process is exactly the same for both methods. You will fill out the contact's First Name, Last Name, and a valid Email Address, then click "Save User Information."

Instructions

1. The "Add New User" form will appear. To create the contact, you mustfill in the three required fields:
   • First Name
   • Last Name
   • Email Address
2. Important: The email address must be a real, valid email. The system performs a validation check and will not allow you to save the contact without a valid address. 
3. Ensure the Active toggle is switched ON.
4. Click the green Save User Information button at the top right to create the new contact.

Expected Result

After saving, two things will happen on the screen:

1. A green success message will appear, confirming "The user with the email address... has been saved."
2. Dark Web Security Check: For security, the system automatically checks if the email address has been part of a known data breach. If it has, a blue informational banner will also appear. This is not an error; it is a helpful alert.

After saving, you can use all the other tabs (General, Address, Options, Marketing, etc.) to add more details. For step-by-step instructions on each of those tabs, please refer to our detailed guides.