PRODUCT & SETUP GUIDE · 4 STEPS

Give a Manager access to your workspace

Manager is an explicit login access level. A job title in a staff profile does not grant CRM access.

Follow these steps

1. As the owner, open Team → Team members (Staff & user accounts). On the person’s actions menu, choose Invite / manage login access.
2. Select Manager under Login access level. Save the access level for an existing member, or send an invitation for a new member.
3. The recipient signs in with the invited email, verifies it, and accepts the invitation. Managers then open the business CRM workspace.
4. Use the same access controls to downgrade or revoke the membership. People who work with more than one business can use the workspace selector.