Users, Roles and Permissions

What Users Can Do

A User is defined as anyone on your team that needs their own login. You can setup Agents and Sales People, which you can then assign Leads or Clients to. The number of users available will depend on which package you signed up for.

Agents Can Generally:

Interact With Clients

Be Assigned To Clients

Use Email, Voice & SMS

Pull and Dispute Credit Reports

Setup and Run Client Billing

Print Out Letters & Envelopes

Sales People Can Generally:

Interact With Leads

Be Assigned To Leads

Convert Leads to Clients

Use Email, Voice & SMS

Pull and Dispute Credit Reports

Setup and Run Client Billing

Sharing Accounts

You cannot have two people logged into the same account at the same time - the current user will be logged out automatically if someone else tries to use the same login.

Adding a New User

Adding a new user is easy - just to go Settings > Team Members and click the "Add Team Member" button.

Go to Settings > Team Members

Here you can see all your current team members and see the history of actions each has taken

Adding a New Team Member

Click the "Add Team Member" button and complete all the contact information fields.

Roles & Permission

You can select which items they can access. Once you create a role - you can assign to your team members.

Team Member Photo

You can use either .jpeg or .png logo

Photo Specs

Upload a square shaped headshot that is around 500px wide.

Use the resizing tool to center the photo perfectly, then hit "save".

You want to avoid logo file names that have weird characters or spaces in it.
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For Example: myphoto.png is great, but my&*! p ho to.png, not great.

Need More Users?

The number of users depends on the package you signed up for - contact out sales team if you would like to add more.