Adding Staff to Your Team
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To add a staff member to your CRM, first, navigate to the settings and select "My Staff." From there, click "Add Employee" and enter the necessary details such as the name, email, and role. You can also assign specific permissions, set up their email signature, and configure their phone and voicemail settings. Finally, make sure to adjust access controls to align with the responsibilities of the new team member.
Click "Settings"
Click "My Staff"
Click here to sort by "User Role"
Click the "name, email, phone, ids" field to search by these properties.
Click "Add Employee" to add your staff member.
Click this icon to add a photo of the Staff Member
Click the "First Name" field and add the information.
Click the "Last Name" field and add the information.
Click the "Email" field and add the information.
Click the "Phone" field and add the information.
Click "Advanced Settings"
Click the "Password" field to choose their password.
Click "Calendar" to add them to a calendar if you help one built already for them or want to add them to one.
You can also edit their signatures for meetings and enable the signature for all outgoing messages.
Click this icon to collapse this information and move on to the next section.
Click this icon "user Permissions" to start filling out this information.
Choose all of the user permissions you want this staff member to have.
Click "User Roles" to start filling out the information.
Choose a user role.
Click "Call & Voicemail Settings" to fill out the information.
You can dedicate a purchased phone number for the user, forwarding calls and much more. Take the time to fill out this information (if any) that pertains to the user.
Click "User Availability" to populate these details.
Choose how often this user is available and hours of operation.
Click "User Calendar Configuration" to edit these details.
If you have any connected calendars you can your user to them here.
Click "Save" once you have edited or populated all needed details for this staff member.
Congratulations!🎉 You have added a staff member!
You can click on the "Pencil" icon to edit any of their information as we just went through.
