When you first start using your platform, you’ll need to set up accounts for each member of your team, as well as decide which features they have access to.
In this article, we’ll show you how to add new team members and configure their settings.
To get started, click Settings at the bottom left corner of your left menu and then click My Staff on the new left menu that appears.
If you’re an account admin, you’ll see a button at the top right to create a new team member.
Click Add Employee.
This will open a pop-up window with six categories, and we’ll walk you through each category individually.
The last two settings, User Availability and User Calendar Configuration are only applicable with a team calendar. If you’re not using a team calendar, you won’t need to adjust these settings.
Let’s open the User Info dropdown first.
This is where you’ll enter basic information about your team member, like name, email, phone number, and their account password.
Scrolling down, you can also create a personalized email signature for the user that will appear on all emails they send.
After the email signature fields, a calendar dropdown will show a list of available calendars if created already, and you can select a calendar from the list.
The next category we’ll look at is User Permissions. This is where you'll define what parts of your CRM system the user has access to.
Open the User Permissions dropdown to display its settings.
The first two options toggle whether the user can see dashboard stats or access automation campaigns. When the Read Only checkbox is marked, the user can only view campaign details and is not able to make changes to your campaigns.
Below those two, you have many other toggle buttons that work in the same way. The Read Only option below Workflows will only allow the user to view the workflows history and status.
The Only Assigned Data toggle is worth noting. What this means is that the user will only have access to contacts that you assign to them in your sales opportunities pipeline. You can either assign contacts manually or use an automatic round-robin system.
Click the toggles to enable the features you want to be available to your user.
Great! Let’s move on and open the User Roles dropdown.
Here, you can select the role for the employee as a user or an admin. Admin accounts are able to create new users while a standard user account cannot.
The next step is to open the Call & Voicemail Settings dropdown.
This is where you set the timeout for incoming calls and upload a personalized voicemail message.
The Call Timeout slider defines when the voicemail message is played. If a contact is assigned to this user, and the contact calls but there is no answer, the call will play the voicemail after the selected timeout.
To disable the voicemail feature, set the timeout to zero seconds.
The upload file button allows you to upload an audio file containing your recorded message.
The next category is User Availability and is only used if you have a team calendar. This is where you select default meeting locations and set the user’s available days and hours.
Open the User Availability dropdown.
Choose a default meeting option for your user. Zoom and Google Meet are already integrated with your platform, but you can also select a custom meeting location.
Select your user’s time zone and set their available hours below the default meeting option.
The last category in the pop-up is User Calendar Configuration and is completed by the user. They will need to login from their account and add their google or outlook accounts to integrate a calendar.
Once you’ve entered all information for your new user and selected your preferred configuration, don’t forget to click Save.
