User Setup

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:

Role: User

Permissions On For:

• Opportunities
• Contacts
• Tags
• Conversations
• Reviews
• 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.