In NetHunt CRM, your team consists of users who have specific roles within your workspace. Follow these steps to add new users to your team:
Step 1: Go to the Team Section in Settings
Navigate to your Settings and find the Users section:
Step 2: Invite Users
Click on the Invite users button:
Step 3: Add New Users
Enter the email addresses of the users you want to add.
Click the Add button to proceed:
Step 4: Assign Roles
Choose a role for each user from the list of pre-configured roles in your workspace. These roles will determine the user’s access and permissions within NetHunt CRM:
Step 5: Send the Invitation
Once you’ve assigned roles, click Send invitation:
Your teammates will receive an email invitation. After they accept, they will have access to the CRM and its data based on the role you assigned.
Managing Users and Roles
After adding users, you can continue to manage their roles and permissions from the Users section, giving you full control over who has access to what in your workspace.
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