Gestionați echipa
Assign roles, set access, and control account permissions.
Drepturile de acces ale angajaților
Control what each team member can see or do in the portal.
Roluri de sistem proprietar, administrator, angajat
Learn the difference between team member roles and how to manage their permissions and access levels.
Adăugați membri ai echipei
Assign access rights, manage licenses, and onboard new employees.
Access & Assignees Guide
Ensure clear clients, tasks, and projects ownership across your team.
Account access for team members
Grant employees access to client accounts.
Solicitarea și acordarea accesului la cont pentru membrii echipei
Team members can request access to accounts or pipelines, and authorized users can approve requests.
Adăugarea și ștergerea urmăritorilor contului
How to make team members receive notifications about the account’s activity.
Atribuirea facturilor către alți membri ai echipei
Allow team members to create and assign invoices to one another.
Editarea datelor personale ale membrilor echipei
Firm owners and admins can edit personal and login details for any team member.
Vedeți vizualizarea de tip read-only a portalului unui angajat
Firm owners and admins can view an employee’s portal in read-only mode to provide support or verify access.
Reciclează adresa de e-mail a unui membru al echipei
Update a deactivated team member’s login details to repurpose their email address for another team member.
Resetarea și schimbarea parolei membrilor echipei
Firm owners and admins can reset or change a team member’s password.
Dezactivarea și restaurarea membrilor echipei
Free up licenses or restore them when needed.
Change the firm owner
Transfer firm ownership by updating the owner’s login email.