LogixCRM
test1
  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
Powered by GitBook
On this page
  1. Getting Started with Administration

Setting up your company information

PreviousLogging inNextCreating users

Last updated 2 years ago

After logging in the LogixCRM, you will need to create new users for your employees, and permit their access. Click Setup in the top right corner to bring up the navigation pane on the left.

Setting up details of your company

The information of your company has been created by default. The sum of the users in your company is calculated for a quick view, and users are divided into two types of status: active or inactive.

You may feel like using your company logo in the LogixCRM. Click Update in the Company Logo module and upload the logo image file. Then your company logo will appear in the top left corner.

The dimensions of the image file that best fits are 160 x 34 pixels in PNG format, and the file size shall be equal to or less than 0.5Mb.

Clicking View Users will bring you to the page of Users to browse all the active and inactive users. You can click Add New User whenever you need to create a new user account in the LogixCRM. For details about creating a new user, refer to .

Creating users