Adding a team member
Go to Team Directory → Invite Member. Enter the new member's email address and select their role. An invitation email is sent automatically. When they accept, their account is created with the assigned role.
The four roles
- Agent — CRM access, own leads and tasks only.
- Manager — CRM access, all team leads visible.
- Team Admin — Full CRM plus all settings pages. No WordPress admin.
- Team Lead — Everything, including full WordPress admin.
Changing a role
Go to Team Directory, click the edit icon next to the member, change their role in the dropdown, and click Save. The change is immediate.
Removing a team member
Click the remove icon next to the member in Team Directory. Their account is deactivated and their leads are reassigned to the team pool. Their lead history and notes are preserved.
