How to set up a new user (add a new Team Member)

  • Click on team in the ‘main menu’. Then click ‘Add new’.



  • Once you have created the new user, fill in as much information about them as possible and encourage them to add further detail about themselves.
  • New users can add information about themselves and connect to current projects, company’s and contacts. They can also add new companies and contacts.

  • New users can tag themselves to specific companies, contacts and projects to receive notifications of communication and information regarding those tagged companies, contacts and projects.
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