SettingsIntermediate
Team members
Add team members with limited access
Related lesson
1 lesson
CRM and sales funnel
1 of 1Audio in PortugueseDepartments and members in AgenteZap CRM
Organize your team, permissions and CRM departments.
Add team members with access to conversations without giving them access to agent settings or financial information.
Add a member:
- 1Open "Settings > Settings", then "Members".
- 2Click "Invite member".
- 3Enter the team member's email.
- 4Set permissions such as viewing conversations or sending messages.
- 5The team member receives an access link.
Related tags:
membersteamaccessteam memberpermission
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