Adding and/or Disabling Users in the System [VIDEO]
How to Add, Enable & Disable System Users in Vacation Creations CRM
In this tutorial, you’ll learn how admins can add, manage, disable, and re-enable system users inside Vacation Creations CRM. Whether you’re onboarding a new agent or managing former users, this video walks you through the entire process step by step.
This instructional video covers:
- Navigating to Administration → System Users
- Adding a new system user using the plus sign
- Entering agent information such as: Email and username, Phone numbers, Birth dates and hire dates, Social media profiles, Time zones and addresses
- Assigning user roles and commission structures
- Understanding alternative commission and tier systems
Setting up: Reservation email permissions, Marketing campaign access, Task email notifications, Mentor assignments - Adding internal notes for agents
You’ll also learn how to:
- Disable a user who is no longer active in your agency
- Re-enable previously disabled users
- Show all users, including disabled accounts
- Understand what happens to a user’s data after disabling them
- Avoid common issues with duplicate email addresses when creating new users
Important note covered in this video:
Even if a user is disabled, all of their reservations, commissions, and historical data remain safely stored in the system. Disabled users simply lose login access.
This video is part of our Vacation Creations CRM training series, designed to help agency owners and admins confidently manage users, permissions, and agent workflows.
Please note: These videos use demo data and not actual client or customer data.