1. Home
  2. Docs
  3. Setting up
  4. Adding Team Members

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

How can we help?