Add Staff

You may add Users or Staff Members to your account very easily. You may limit their access and permissions to your account as well.

• Go to Settings
• Go to My Staff
• Click Add Employee
• Enter the following minimum information
  • First Name
  • Last Name
  • Email
• If they will be sending emails from your CRM, add their business Signature

• Select which Permissions they have access
• You may change this at any time

• Select their User Role
  • We recommend you start with User
  • Admin is the only user that may import, export, and delete contacts