Adding users

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

If you're a manager and you want to monitor the activity of your employees, there are a few different ways to do that.

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM.

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

This article explains how to restore a user who was previously deleted.

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

This article explains how to create and use teams to help manage group permissions.