Add team members and set permissions

1. 1

   Open users

   Go to Settings, then Users. Some accounts call this My Staff.

2. 2

   Add a user

   Click to add a user and enter their name, email, and phone.

3. 3

   Choose a role

   Under roles and permissions, choose Admin or User.

4. 4

   Turn areas on or off

   Turn each area of the account on or off for this person.

5. 5

   Limit to their own leads

   To limit them to their own leads, turn on Only Assigned Data.

6. 6

   Save

   Save. To give someone the same access as another teammate, use Copy Permissions.

Good to know

• Only admins can import or export contacts.
• Team members limited to assigned data only see their own contacts, deals, appointments, and tasks, and don't get alerts for unassigned leads.
• Turning off an area hides it from that person but doesn't stop automations already running.