If at any point you have any questions please don’t hesitate to reach out to our WhatsApp helpline here.
Step 1. Access Staff Settings:
Navigate to Settings.
Click on My Staff to see a list of your staff members.
Step 2. Add New Employee:
Click on the Add Employee button.
Fill in the User Info:
Enter the staff member's full name.
Enter their email address.
Enter a password (any password is fine as they will receive an email to set their own).
Step 3. Email Notification:
The new employee will automatically receive an email with a link to log into the Systemized to Scale CRM, reconfirm their email, and set their own password.
Step 4. Set User Permissions:
Scroll down to User Permissions.
Toggle on and off certain permissions based on what access you want the staff member to have.
You can leave the default settings unless there are specific areas you want to restrict. These can be adjusted later during a walkthrough call.
Step 5. Save Changes:
Scroll down and click Save.
This action will trigger an email to the new employee, allowing them to create their account.
