CRM Roles:

Owner - has access to all CRM Contacts including access to create and customize CRM on the backend

Team Leader - option to access ALL contacts or only contacts assigned to their team (options to Create, Edit or Delete contacts)

Team Member - option to access contacts assigned to their team or contacts assigned only to them (options to Create, Edit or Delete contacts)  


To Add New Users: 

1. Go to Account > Users > CRM Users https://madshot.net/b27ea09e8c99.png 

2. If you are going to utilize the roles of Team Leader or Team Member,  add a new Team(s) to assign these Users to. (Sales, Staff, Office etc)   https://madshot.net/41eafadb1446.png

3. Within the Users tab, click on +Add User  https://madshot.net/294f69f994ee.png 

4. Type in Name and email of new User and set CRM Role and permissions. You will see that when you choose Team Leader or Team Member, additional permissions open up.  https://madshot.net/5599de5f3776.png 
(make sure and assign Team Leaders or Team Members to at least one Team) 



As soon as you click the 'Creae User' button, the system will send an email prompting the User to create their own password.  Usernames will be the email address.