How to add my team members to the multi-agent service center

In this tutorial, you will learn, in a simple and practical way, how to add a team member to your inbox in the CRM. Here is the step-by-step guide:

1. Open Settings
   First, click the gear icon in the top-right corner to open the settings.

2. Go to the "Agents" Section
   In the settings, click the "Agents" tab. This is where you will add a new team member.

3. Add a New Agent
   Click "Add new agent". Now you will enter the team member's information.

4. Enter the Name and Role
   Fill in the team member's name. Example: Ana Maria. Then choose this team member's role. You can choose:

   • Support Agent: Gives access to customer conversations, but without administrative permissions.

   • Team Administrator: Has full access and can add, delete and modify the inbox settings. Use this role for team leads, since they can delete important information.

5. Add the Team Member's Email
   Enter the team member's email, for example, anamaria@mail.com. Then click "Add Agent".

6. Email Invitation
   The team member will receive an invitation email. After accepting it, they will create a password and can log in directly to the inbox.

7. Done!
   The team member is now part of the team and will have access to the CRM according to the role you assigned.

This process is quick and practical, and it ensures that new members can collaborate on customer service effectively.

Take the opportunity to explore more tutorials and use all of the CRM's features to optimize your company's customer service!

Watch the step-by-step video: https://youtu.be/9JkjW7gGqi0

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