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Adding Team Members

When you work in an organization, you have team members that will also require access to CRM360.
To add a team member to CRM360, simply

  1. On the top-right hand side of the page
    • Go to settings
    • Click on Invites
    • Create Invite by clicking the plus (+) icon on the bottom-right hand side of the page
    • Add email address
    • Select team
    • Give required permissions
    • Send Invite
  2. Once the invite is sent, the member will get an email

    • Accept email in invitation
    • Set password
    • Login
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