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