In this step we will setup the client's user account so they can login and use the platform
go to: Location > Settings > Team Management
Here we'll setup our first user. We should always setup at least one user for each account
Here is an example of the fields and check boxes for a typical user. For most office managers and front desk personelle using the software we will want to limit their access.
The default access given should be as follows:
Permissions On For:
- Phone Calls
- Lead Value
At some point conditions might arise where we turn more permissions on or off but this should be a good start for someone running reputation & a campaign.