Setting up your company information

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.

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.

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.

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