Setup Users (Employees)

This should be done last once account is up and running and only minimum number of core role type employees should be added in initially to provide more effective training around relevant role and day to day job descriptions.

TABLE OF CONTENTS

• How to Setup:
• Recommended user profile setup:
  • User Info
  • User Signature
  • User Permissions
  • User Role
  • Call & Voicemail Settings
  • Assisting User Final Setup 

How to Setup:

1. Settings ➝ 'My Staff' ➝ Click on 'Add Employee'

1. Configure each user's account (Scroll down for recommendations)

Recommended user profile setup:

User Info

• Personal photo 
• 512 x 512px, no bigger than 2.5mb
• First name
• Last name
• Email
• Their work email preferably as this is where any important emails from the system will go out to,  and also this email address will be part of their signature in the footer of each email that goes out from the system. 
• Phone
• Their work phone number preferably as this is the number that can be passed on to contact in the CRM using custom value 
• Calendar
• Select what calendar is the user part of (for appointments)

User Signature

<div> <div>Best regards!</div> <div> </div> <div>{{user.first_name}}</div> <div> </div> <div><span style="font-size: 10pt;">{{user.name}}</span></div> <div><span style="font-size: 10pt;">{{user.email}}</span></div> <div><span style="font-size: 10pt;">{{user.phone}}</span></div> <div> </div> <div><img src="{{location.logo_url}}" alt="{{location.name}} Logo" width="200" height="103" /></div> <div>{{location.name}}</div> <div><span style="font-size: 10pt;">{{location.website}}</span></div> <div><span style="font-size: 10pt;">{{location.phone}}</span><br /><br /><span style="font-size: 10pt;">Our address is: {{location.full_address}}</span></div> </div>

User Permissions

User Role

• Edit/create/delete team member
• Edit Company settings
• Edit Prospect settings
• Social settings
• Select user on task list
• See other user’s conversations
• Contacts page -> Remove tag / Delete contact / Import contacts
• Export opportunities
• Create / edit / delete / refresh / push updates / load snapshots
• Change account logo
• Enable HIPAA
• Smart Lists -> all bulk actions = add / delete tags, delete / export / import contacts
• Reporting

• Settings - User Profile - Configure Calendar Availability
• Settings - User Notifications

Call & Voicemail Settings

Assisting User Final Setup 

1. Click top right corner on your profile photo
2. Select 'Log in as'
3. Search user you want to 'Login as'

1. Go to ➝ Settings ➝ Profile
2. Go to ➝ Integrations
3. Connect Zoom

        4. Connect Google or Outlook Calendar

• For Google calendar go to 'Settings' ➝ Integrations ➝ Connect Google

  
  
•         a. Configure your 'Primary calendar'
•         b. Select which Calendars to 'Check for conflicts'

        5. Configure Email 2-way sync) 

• 2-Way sync for Gmail / Google Workspace is coming soon!