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. To learn more about new user instructions, visit this article

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