Team Overview

Start here to learn about how you can use the Team functionality.

 


Go to Settings, Account Settings and click the Team Settings Tab to manage your team.

 

Here are the Types of Team Members and their access to the system:

Administrator

  • Shares Contacts and Deals with the Account Owner
  • Has most of the same rights as the Account Owner
  • Has full access to Settings system wide
  • Has full access to all information and all databases
  • Can assign and re-assign Contacts and Deals
  • Can add and delete Team Members
  • Does not have access to Billing and Plan setup

Team Player

  • Shares Contacts and Deals with the Account Owner
  • Has limited access to Settings and no access to Utilities
  • Uses the Account Owner's Advanced Settings

Independent User

  • Has their own Contacts and Deals
  • Has limited access to Settings and no access to Utilities
  • Uses the Account Owner's Advanced Settings

Power User

  • Has their own Contacts and Deals
  • Has their own Advanced Settings including: To-Do Plans, Autoresponders, and Webforms
  • Has access to Utilities including the ability to Import and Export data
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