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:
- On the Manage Users page, click the “Add Member” button
- Choose to add users one at a time, or multiple users at once
- Type in their email address and the team they should be on
- 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
- Manager: Team managers have full permissions and have access to anything shared to anyone (member or manager) of any team they manage.
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.
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