Effective team management within your CRM system is vital for controlling access and ensuring the right information is visible to the appropriate users. This functionality helps you secure client data, restrict access to necessary resources, and maintain focus within your team. Here’s how to manage your team members and their permissions efficiently: Accessing the Team Management Section 1. Navigate to Team Management: Go to the "Teams" section in your settings. This area displays a detailed list of all users, including those in sub-accounts and agency members. Organizing Team Members 1. Utilize Filter Options: Apply filters to quickly find specific users. You can filter by user type (Agency or Sub-Account), roles, or sub-accounts. 2. Use the Search Bar: Enter the name, email address, or phone number of a user to locate them swiftly. Adding New Users 1. Add a New User: Click on the "Add Employee" button to open a pop-up window where you can enter their first and last names and email address. This is where you can also manage their permissions. Editing Existing Users 1. Modify User Information: Click the pencil icon next to the user you wish to edit. A pop-up will appear, allowing you to update contact details, permissions, and roles. To remove a user, click the trash can icon. 2. Update Personal Details: Add or edit a personal logo for each user and update their basic details, including name, email, and phone number. Managing User Roles 1. Set User Roles: In the "User Roles" section, assign roles and access levels. Choose between "Administrator" (who can adjust settings and information) and "User" (who can interact with accessible data without making major changes). 2. Define Data Visibility: Restrict users to specific data relevant to their role. Assign agency members to particular sub-accounts and limit their access to other accounts. 3. Add Sub-Account Access: Use the drop-down menu to select which sub-accounts the user can access. Adjusting User Permissions 1. Control Access to Sections: Adjust user access to various system sections. Use toggles to remove entire sections or checkboxes for specific parts. Click "Save" to apply changes. 2. Copy Permissions: To apply the same permissions to other users, click "Copy Permission," select the user, and apply the settings. By following these steps, you can ensure that each team member has the appropriate access and visibility needed for their role, preventing distractions and maintaining data security.