Managing Users, Roles, and Permissions
Learn how to add teamlids, assign roles, and configure permissions to ensure secure and efficient access to your CRM.
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Adding New Users
1
Access User Management
2
Click 'Add User'
3
Select a Role
4
Send Invitation
User Limit of 10 Per Subscription
Understanding Roles and Permissions
1
Administrator
2
Manager
3
Agent
Role Assignment Best Practices
Managing Existing Users
1
Change User Role
2
Deactivate User
3
Reset Password
4
Delete User
Security Warning: Administrators Have Full Access
Structuring Your Team Effectively
1
Create Teams
2
Designate Team Leaders
3
Shared Resources
Frequently Asked Questions
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