This tutorial explains how to configure the CRM inbox so that specific members of your team can access it. With this guide, you can organize your team effectively and make sure conversations are routed correctly. Here is the step-by-step guide:
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Open Settings
On the main CRM dashboard, go to the settings icon. -
Go to "Inboxes"
In the settings, click the Inboxes tab. Here you will see all the inboxes configured in your CRM. If you have only one inbox configured, only that one will be shown; if there are more, all of them will be listed. -
Add Collaborators
To give a specific team member access to an inbox, click the Settings button on the chosen inbox and select Collaborators. -
Select the Team Member
In the collaborators tab, select the team member you want to give access to. For example, if the team member "Lúcio" is already registered in the CRM, you just need to select his name. -
Update Access
After selecting the team member, click Update to save the settings. This team member now has full access to the selected inbox. -
Create Teams
If you wish, you can organize your staff by creating different customer service teams, such as support and sales. When you create these teams, you can define which inboxes each team can access, making sure each department of the company has its customer service areas organized.
Result:
Done! The team member now has access to the inbox and can handle conversations normally. You can repeat this process for every team member you need to add.
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