It's always exciting when a new team member joins the team! To ensure they can get up and running in no time, you can easily add them as a user to your Grow CRM account via Account Settings.
This article will guide you through adding a user to your Grow CRM account.
- Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
- Click Account Settings.
- On the side menu, click People.
- Click Add A Person.
- Enter the following details for the user:
- First Name
- Last Name
- Brand
- Role
- You can select multiple roles if required.
- You can select multiple roles if required.
- Leave the "Invite this person to use PropertyMe Grow CRM" setting enabled.
- Click Save Person.
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