Adding Team Member Accounts
Log into the CRM
Go to Settings > My Staff
Select 'Add Employee' at the top-right
Input their required information then scroll down to 'User Permissions'
Update permissions accordingly. We recommend turning on 'Only Assigned Data' for most teams.
Underneath 'User Roles' be sure to select either Admin or User
Press Save
After you press Save, this agent will then be sent an onboarding email and can then log into the CRM.