Phase 8 · Users and roles

Both products

What this section solves

When you finish, every member of the client's team has an active account, the right role and, if they receive leads or tickets, their assignment rules.

Prerequisites

• The workspace Owner assigned by Growtek (they receive an email to activate their account).
• The team list: name, email, phone, role and what each person handles.
• The Assignment categories created in Settings → General, if leads or tickets will be distributed by commercial line.

In this section

Invite users

Invitation and first sign-in.

Assign roles and permissions

Which role fits each profile.

Configure teams and assignment

How leads and tickets are distributed.