Team Management lets you control how your clients and agency members see and interact with your CRM. With it, you can pick and choose what information is visible making it easier for you to protect your client's data, keep your clients away from assets they don't need or are not paying for, and ensure that your team stays focused on the accounts they are responsible for.

To access this go to the Teams section inside your settings. Here you will be presented with a comprehensive list of all users inside your Agency, including sub-account users and agency members.

Organizing Team Members

Filter Options

By using the filters you can quickly pull up specific results. You can filter between Agency and Sub-Account users, different user roles, or look for team members of certain sub-accounts.

Search Bar

Locating a specific user is a breeze, simply enter their name, email address, or phone number into the search box provided. This enables you to quickly find and access the information you need.

Adding Users

To add a new user to the system, click on the Add Employee button. This will open up a pop-up for you to add their information. You can manage their permissions here directly, but you're only required to add a first and last name and email address.

Editing Users

To edit an existing user, click the pencil icon to the right of the contact you want to edit. A pop-up like the one for user creation will appear for you to edit the contact information including user info, permissions, and roles. To delete a user click the trash can icon.

Edit Users Information

You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number.

Editing User Roles

Within the User Roles section,  you can manage the User type (Agency or account level access) and role (Administrator or User). Administrators can change things related to settings and information. Users can interact with the information they have access to without the option of deleting or making major changes.

With Data Visibility Scope you can limit the users to only their assigned data. And here you can assign other agency members to specific sub-accounts and restrict them from accessing other sub-accounts to which they are not assigned.

To Add the Sub-accounts the user has permission to access, open the drop-down menu and click on all the ones you want to add to them.

Editing User Permissions

You can limit the sections of the system the users have access to. 

You can use the toggle to remove a whole section and the checkboxes to remove specific parts of it. Once you've set all the tabs you want the users to have access to click on Save to set it.

Once you've set the permissions for any user you can click on Copy Permission to reuse them in others. After clicking the button, select the user you want to copy them to and click apply. 
 

And there you go, now you can ensure every user only has access to what you want them to see and not get distracted with the rest!