ADD MEMBERS
Add Members to Your Account Easily
Why Choose Our Add Members Feature?
Key Features
Efficient teamwork starts with bringing the right people together. With our Add Members feature, adding new members to your CRM is fast, easy, and customizable. Whether you're managing a small team or a large organization, our platform makes it simple to onboard new users, assign roles, and ensure that everyone is aligned and productive.
Simple Onboarding
Add team members in just a few clicks. Whether you're inviting a single person or a group, the process is streamlined for quick integration.
Custom Roles & Permissions
Tailor access to fit each team member’s role. Assign custom permissions to control what users can view, edit, or manage, ensuring that sensitive data remains secure.
Bulk Invitations
Need to add multiple members at once? Use our bulk invitation feature to invite your entire team or department to the platform, saving you time and effort.
Team Member Profiles
Create and manage detailed member profiles, including contact information, roles, and assigned tasks. Keep track of team strengths, responsibilities, and performance.
Seamless Collaboration
Once added, members can instantly collaborate on projects, share files, and communicate directly within the platform. Foster a collaborative environment where everyone is on the same page.
How It Works
Invite members and assign permissions to keep your business data safe and ensure active collaboration.
Invite Members
Simply enter the email addresses of new team members, and they’ll receive an invitation to join your CRM platform.
Assign Roles & Permissions
Set specific roles based on job titles or responsibilities (e.g., admin, project manager, team member) and determine what each role can access.
Personalize Profiles
Each team member can update their personal profile with relevant information, making it easy to know who’s who and what each person is working on.
Activate & Collaborate
Once added, team members can start collaborating, managing tasks, and working on projects with real-time updates.
Manage & Adjust
You can easily update team member roles, permissions, or remove access as your team evolves.
Connect Today For Profit Tomorrow
Customer Relationship Management system connecting your business with your team and clients with HR management and project tracking.