Add users, teams and roles

Add a user

1. Open Settings → Users & teams and click Add user.
2. Enter the Full name, Email (login) and Mobile, and choose the Role, Team and Reports to.
3. Set a first Password (8 or more characters with upper and lower case letters and a digit) and share it with them privately. They can change it under Settings → My profile.

Teams

Click New team and choose the Sales manager and Team leader. Team leaders see their team's leads; managers see all their teams.

Roles

Built-in roles: Super Admin, Admin, Sales Manager, Team Leader, Sales Executive, Accounts and Marketing Team.

To change what a role can do, open Settings → Roles & permissions. On plans with custom roles, click Custom role to create your own, then tick view, create, edit and delete for each module.

When someone leaves, deactivate their user and use Sign out everywhere. Their leads can be reassigned from the Leads page.