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 1: Go to ⚙️Settings

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 1: Go to ⚙️Settings

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

 

For any further questions, please reach out to our Support team via support@measuresquare.com or our CRM experts:

Brian Dang - brian.dang@measuresquare.com 

James Impallaria -  james.impallaria@measuresquare.com

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