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