How to add Users and create Teams in MeasureSquare CRM
In this article, we will show you how to add new Users and create Teams in MeasureSquare CRM.
This article applies to MeasureSquare CRM.
The Users & Teams section shows the different members of your company. You can set their roles, assign them to specific teams, and invite new users.
Adding New Users
To add users, follow these steps:
Step 2: Click on 'Users & Teams'
Step 3: Select 'Invite'
Step 4: Input the user's email address, preferred role, and name
Step 5: Select 'Invite'
Note: This will send an invitation link to the new user's email. Once the user accepts the invitation, they will be added to the Users list.
Create Teams
You can create Teams to breakdown your company structure and assign users to different teams.
To add a new Team, follow these steps:
Step 2: Click on 'Users & Teams'
Step 3: Select 'Teams'
Step 4: Select 'New Team' and provide a name for the team and assign a default pipeline and description if necessary
Note: After you've created the team, this will show up on your Teams list
Step 5: Click on the newly-created Team and select 'Add Member'
Choose the user you would like to add to the team
Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com
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