In the CRM system, there are two main levels of user access: agency level and client/location level. Knowing these access types helps manage permissions effectively within the system. Agency Level Access: This access is intended for agency staff and allows them to view and manage all client and location accounts associated with the agency. Client/Location Level Access: This is designated for client staff and restricts access to specific client accounts only. Adding an Agency User Manage Agency Team: 1. From the agency dashboard, navigate to "Settings" and select "Team." 2. You'll see a list of current users with their respective access. Add a New Agency User: 1. Click "Add Employee" at the top right of the page. 2. Enter the user's first name, last name, and email address. This email will be used for login purposes. 3. Optionally, set a password and ensure it is communicated securely to the user. Configure User Type and Notifications: 1. Keep the user type as "Agency" to grant access to all accounts. 2. Optionally select a specific account under "Add to Account" if you want the employee to receive notifications for that particular account. Save and Notify the User: 1. Click "Save" to finalize the addition. 2. Inform the new employee of their login details and direct them to the CRM login page. Adding a Client User Add a Client User: 1. Click "Add Employee" and enter the user's details as before. 2. Change the user type from "Agency" to "Account." 3. Choose the specific client account (e.g., Lotus and Dragon) that the employee should have access to. Save and Guide the User: 1. After saving, guide the client employee on logging in. 2. They will be taken directly to their designated client account, with access limited to that account. Granting Access to Additional Team Members Client employees may grant access to their colleagues without agency intervention if this feature is enabled. To do this: 1. Click "Settings" from their subaccount and select “My Staff.” 2. Follow the steps to add a new employee, ensuring the user type is set to "Account." For detailed instructions, refer to the Settings: Team Management article. Troubleshooting and FAQs Forgotten Password: Employees can use the "Forgot Password" feature on the login page. Agency owners can reset passwords through the "Team" section. Restricting Agency Access: You can limit an agency employee’s access to certain client accounts by using the "Add to Account" option during setup. Removing Access: To remove access, go to the team management section (either agency or client), locate the employee, and use the delete option.