HOW TO CREATE A USER AS A TEAM MEMBER?

Steps to create a user as a team member

Create a role

Please, navigate to the ‘Settings’ on the left menu bar. Once the page is opened, please click on the ‘Role’ menu on the top bar.

Please, click on the ‘Create New Role’ button to create a role

Please, provide the access as per your requirements

Create a contact for your user (optional)

Please, create a contact for the user if you don’t have that already. Please, click on the ‘Database’ menu on the left menu bar. Once the page is loaded, click on the ‘Create Contact/User’ button.

Create the system user

Please, open the contact you want to convert as a team member. On the contact card, you will have the option to create a system user.

Assign, password, role, etc. for that contact.

Please, choose the correct role and save the settings.