CRM Users are members of your team that can access, utilize, and make changes to your CRM. If you would like to add or delete a user, you can do so from your Settings Overview dashboard.
To access your Settings Overview dashboard, select the App Bar dropdown in the top-left corner and select Settings.
On the Settings dashboard, select Users on the left-hand sidebar.
Add a New User
Enter their email address. Choose from one of three account role levels:
- User - The lowest access level. They can access and use the CRM and other products. They will not be able to access product level settings or global account settings. They also will not be able to see credit balances or any billing information.
- Manager - This user will be able to access the CRM and CRM settings. They will not be able to access global account settings.
- Owner - The highest access level. This user will be able to access all settings. This user has master control over the account(s) they are assigned to with this role.
|Add/Update CRM Contacts||x||x||x|
|Edit CRM Settings||x||x|
|Add, Edit or Remove users*||x||x|
|Add or Manage Account Payment Methods||x|
|View or Manage Credit Balances||x|
|Add Account Integrations||x|
|Add Call Tracking Numbers||x||x|
|Create Email Lists||x||x||x|
*Managers can only add, remove, or edit Users. They cannot manage other Managers or Owners on the account.
Enter their first name, last name, and enter a temporary password. The new user will log in for the first time with this temporary password but will set their own password once they log in.
You can manage any user with an equal or lower access level. If you would like to make changes to a user's permissions, click the three vertical dots on the right-hand side next to their name. You can reset their password, log them out of all Marketing 360® products, or revoke their access.
You can click on the user's name to view their profile, edit their user information, or change their permission level.