Adding team members to Agent CRM ensures your entire staff can collaborate efficiently while maintaining proper permissions and access levels. With the Team Management feature, you can grant access, update information, and manage permissions for your employees. Here’s how to do it.

Why Use Team Management in Agent CRM?

The Team Management section allows you to:

  • Centralize Access: Manage your team’s access to Agent CRM in one place.
  • Maintain Security: Control permissions to ensure each team member only accesses what they need.
  • Streamline Collaboration: Enable your staff to work together seamlessly within the platform.

Step-by-Step Guide to Adding Team Members

  1. Access Team Management

    • Go to Settings >> Team Management in your Agent CRM dashboard.

  2. Add a New Employee

    • Click the Add Employee button. This opens a form to input the team member’s details.

  3. Enter Employee Details

    • Fill in the following fields:
      • First Name and Last Name: Identify the employee.
      • Email: This will be the team member’s login email.
      • Phone: Optional, but useful for contact purposes.
      • Password: Set a temporary password for the team member’s first login.
      • Personal Logo: Upload a logo if applicable for branding purposes.

  4. Set Permissions

    • Define the team member’s access level by setting their permissions. This ensures they can only interact with the features necessary for their role.

  5. Save the Details

    • Once all information is entered, click Save to add the new team member.

Editing or Removing Team Members

  • Edit a Team Member:
    • Click the Edit button next to an employee’s name to update their details (e.g., email, phone, or permissions).
  • Remove a Team Member:
    • Use the Delete option to revoke access for employees who no longer need it.

Pro Tips for Managing Your Team in Agent CRM

  • Review Permissions Regularly: Ensure team members have access only to the tools and data they need for their role.
  • Update Credentials Securely: Encourage employees to change their temporary passwords after their first login.
  • Track Activity: Use logs and reporting tools to monitor how team members are using Agent CRM.

For more insights into managing your CRM setup, explore Exploring Agent CRM Features​.

Learn More

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