How and Why to Assign Team Member Permissions

Now that you have added in your team members at any of the following levels, Power User, Independent User, Team Player or Administrator, you can now set permissions for each individual team member.  In this lesson, we will discuss how the permissions work and why you may or may not want to allow certain permissions per team member.  Setting permissions will give you peace of mind that your team is working in a way that works best for your business and goals.  

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!