🤖 How to add user (Staff) (2 mins)

Let’s learn how to How to setup How to add user in “My Staff” within minutes!

How To Get Started?

💡

Why did the marketer take a ladder to CRM? Because they wanted to add a user… to a higher level!📩😆

👉 Adding a user to your CRM: is simple and essential for team collaboration. Just navigate to settings, invite the user with their email, assign the right permissions, and they’re in! This ensures secure access while keeping your workflow organized and efficient.

Standard Operating Procedure

💡

Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

Step by Step Guide

💡

Clear step-by-step instructions on how to get set up

 

One Last Pro Tip 🤖

💡

Pro Tip: Always assign user roles wisely in your CRM to control access and maintain security. Give team members only the permissions they need to avoid accidental changes or data mishaps!🚀

 

Last updated on November 4, 2024