Inviting Teammates In ATZ CRM

Created by shubham Kumar, Modified on Wed, 18 Jun at 7:51 AM by Armaan Malik

How to invite your teammates?

Inviting teammates to ATZ CRM fosters collaboration and ensures everyone is on the same page. Follow these steps:

Step 1: Go to the Settings:

Step 2: Select Users from the settings menu.

Step 3: Click the Invite new user button.

Step 4: Fill details-

First, Last Name
Enter the email address of the teammate you want to invite.
Assign roles based on their responsibilities (e.g., Admin, Manager, Recruiter ,Consultant).

Step 6: Click Send Invite.

Your teammates will receive an email invitation with a link to join your ATZ CRM account.

The "Role" defines the actions a user can perform and the information they can access. You can also create custom Roles & Permission.

Inviting teammates ensures better collaboration and efficient use of CRM features across your team.

Start building your team by inviting your teammates to ATZ CRM today!