How do I add a teammate in Connect?

You can give your team access to your CSR accounts in Connect by adding them as teammates in CSR Connect. Here's how:

1. On the Dashboard, click on the Add teammate button  in the top right next to your name.


2. Enter your teammate's first name and email then click Add teammate.


3.Once your teammate is added, you will see the below confirmation message on your screen. if you're done, click Ok. Should you wish to edit their details or permissions, click on Edit details.


4. Your teammate will be activated with the same access as you. Should you wish to modify their access, click on Edit permissions.

5. Tick the appropriate boxes to modify access and click Save permissions.



Please sign in to leave a comment.
Powered by Zendesk