How can I add team members?

Adding your Sales team is super easy. Just enter their name, select the access level, add their email address, and chose a temporary password. It is important that the new team member change their password once they have logged in for the first time.

Add Team Member

To get started click on your portrait and click on 'Settings' (1), then click on 'My Team' (2) on the left-hand side menu.

There you will see all your existing team members. To add a new one, click on 'Add Team Member'.

You will get the team member creation form where you can enter the name, access level, email address and temporary password for the account. 

There are two different team member access levels: team and individual. Generally speaking, the team level access gives the team member the option to see everything that is happening with the team, while the individual level access will allow the team member to only see records where they are the owner.

To create the team member after you have added the information, click the 'Save' button.

Once the team member is saved, it will appear as part of your team. From this view, you can also edit, activate or suspend existing team members.

If you would like to edit your team members or learn more about how to activate or suspend them, then please visit the following tutorials:

Edit Team Members

Manage Team Members