Date Published or Modified

Feb 05,2022

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Team Management - Giving Employees Access to your Account

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The Team Management section is used to grant employees access to your SaaSFlow CRM account.

You can choose which features employees have permission to view, whether or not they can edit and create things inside the account, and assign contacts and tasks to them.

To access Team Management complete the following steps:

  1. Click Settings
  2. Click My Staff
  3. Click Team Management

Here you can add an employee, delete an employee and edit an employee.

Adding or editing an employee allows you to update:

  1. Personal logo
  2. First name
  3. Last nam
  4. Email (login email)
  5. Phone
  6. Password (login password)
  7. User Permissions
  8. User Role (Admin or User) *To understand the difference between an admin and a user, please see User vs Admin Role