User Access

In this article, you will learn about User Access and how to manage employees and team members.

What You Will Need

1. Access to your Agency app

Agency Team Management

This section is used by the agency to grant its employees or a client employee access to all or select client accounts.

To access Agency Team Management follow these steps:

Click Settings on the agency view.

Click Agency Team Management.

Here you can add an employee, delete an employee and edit an employee.

Adding or editing an employee allows you to update:

1. Personal logo
2. First name
3. Last name
4. Email (login email)
5. Phone
6. Password (login password)
7. Permissions (see article)
8. User Type
   1. Agency: Grants them access to all accounts under the agency
   2. Account: Select individual accounts you would like them to have access to
9. Add Account
   1. If agency type is selected, the employee will receive notifications pertaining to the accounts selected here.
   2. If account type is selected, the employee will only have access to accounts selected here.

Team Management

This section is used by the client to grant its employees access to their specific CRM account. Any employee created here will show up in Agency Team Management (1. above).

To access Team Management complete the following steps:

1. Click Settings on the account view.
2. Click Team Management.

Here you or the client can add an employee, delete an employee and edit an employee.

Adding or editing an employee allows you to update:

1. Personal logo
2. First name
3. Last name
4. Email (login email)
5. Phone
6. Password (login password)
7. Permissions