Rick Lopez Asked:
“Can I add/manage users in CRM? I’m looking to give one of my agents access.”
The Answer
Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started:
Step-by-Step Guide
- Navigate to Settings:
- From the left-hand menu, click on Settings in Agent CRM.
- Go to Team Management:
- Select the Team Management option to view the list of users associated with your account.
- Add a New Employee:
- Click on Add Employee to create a new user profile.
- Enter User Information:
- Fill in the required details like their name, email address, and desired password.
- Set Permissions:
- Assign specific permissions to control the features and access available to the new user.
- Save and Share Login Details:
- Save the profile and provide the agent with their login credentials.
Why This Feature Matters
- Collaboration Made Easy: Adding agents to your CRM ensures seamless teamwork.
- Secure Access: Permissions allow you to protect sensitive data while granting the right level of access.
- Scalability: Perfect for growing teams and managing roles effectively.
Additional Resources
For more guidance on adding users and managing teams, check out these blogs:
- Blog Post: Unlock Seamless Team Collaboration with Our Team Plan
- Blog Post: How Agent CRM Empowers Insurance Agencies: Elevate Your Team, Enhance Profitability, and Boost Efficiency
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
