Users

Users are both salespeople and managers. By adding Users you can keep track of what work is getting done, and who is doing it!

To add Users:

1. On the Manage Users page, click the “Add Member” button
2. Choose to add users one at a time, or multiple users at once
3. Type in their email address and the team they should be on
4. If you’re adding individual users you can also select their role:
   • Manager: Team managers have full permissions and have access to anything shared to anyone (member or manager) of any team they manage.
     • Note: This means that if there are multiple managers on a team, each manager will have access to everything accessible to the other.
   • Member: Team members have to be given permissions as well as access to records

Users will get an email from support@mapmycustomers.me asking them to reset their password. They can click the link in the email and then set their password to get started.

Click Here to watch a video tutorial on Managing Users and Team.