How to Manage Your Team Members

Once you have added your team members and set up your settings and permissions, you can always come back and do additional management of your team and team permissions at any time.  In this short lesson, we show you how to navigate changes to permissions of your team members and how you can log in as a team member within your account.  Team member management is so important to the success of your team.  Be sure not to miss this very important lesson.

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!