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CRM Team Management
Team Management in My Staff Area
Navigate to the Team Management section within the My Staff area to access a range of options for managing your team effectively, including the ability to add or remove users from your account. This centralized hub streamlines the process of updating and overseeing your team's access and membership.
NOTE: Depending on your user permissions, certain components may not be accessible.
Team Members List
Upon entering the page, you'll find a comprehensive list of team members with access to the account. Essential details such as name, email address, and contact number are provided, offering a convenient overview of your colleagues and their associated information.
Filter Users
To organize the list based on user roles, simply use the Role dropdown menu. Choose from options like all, user, or admin, and the list will automatically update to display team members based on the selected role, facilitating efficient management and identification within your organization.
Search Bar
Locate a specific team member effortlessly by entering their name, email address, or phone number into the provided search box. This streamlined method ensures quick access to the information you need about your colleagues.
Edit Team Members
To edit a team member, click on the edit button next to the contact you wish to modify. A popup will appear, allowing you to edit contact information, user info, permissions, roles, call & voicemail settings, availability, and calendar configuration. Removal or deletion of a team member can also be done from this location/sub-account.
Add New Users
To add a new employee, click on the green Add Employee button.
Edit User Information
Personalize user profiles by adding a logo, basic information (name, email, phone number), phone extensions, passwords, email signatures, and specific calendars.
Edit User Permissions
As an administrator, toggle various permissions for team members. Turning options off restricts access to specific sections in the CRM, allowing you to manage visibility and editing capabilities for your team.
Edit User Roles
In the User Roles section, designate users as general users or administrators. This feature empowers you to manage access levels and responsibilities according to each team member's role within your organization.
Edit Call & Voicemail Settings
Configure incoming call timeout, upload custom voicemail greetings, and include an inbound Twilio number for users who require a dedicated line. Personalize the call experience for both team members and callers.
Edit User Availability
Set calendar availability for meetings in the User Availability section. Choose a meeting location, specify time zones, and toggle days and times your team member is available.
Edit Calendar Configurations
Connect a Google Calendar for scheduling purposes. Add additional calendars to check for scheduling conflicts in the Calendar Configurations section.
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