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  3. Getting Started with Brivity CRM

Add Users to your Account

Only the Account Owner or an Administrator can add people as Users to the account.

*If you have a Platform account, we added your initial team members for you. When you add users in the future, follow these additional steps to be sure they have full access to the Platform.

Click your name in the upper right, and go to Account. Click Add New User to My Team and a modal will pop up with the fields to enter information for your new teammate.

Add user

To understand how to choose User Roles within Brivityclick here.


Add User

*Note- The number of Users you initially signed up with will dictate the number of team members you can add to your account. If you need to upgrade, you can email sales@brivity.com or call 866-295-3322.