How to Manage Your Company Settings in MeasureSquare CRM

How to Manage Your Company Settings in MeasureSquare CRM

In this article, we will cover how to set up organization details and manage team structure in MeasureSquare CRM


This article applies to MeasureSquare CRM.


1. From the homepage, click on your profile in the top right corner then click on Settings

2. From the Settings screen, click on Organization and fill out your company info.

3. To manage your team, navigate to User Management

4. From this screen, you can edit user info/roles by clicking on the edit symbol and delete users by clicking the trashcan symbol.

5. To invite new users to your team, click on the Invite button in the top right corner.

6. To finish inviting a new user, fill out the necessary fields then click Invite

7. To add new Roles to your Organization, click on the Role Management tab, then click New Role.

8. Enter a name for the new role, then click Save


    • Related Articles

    • 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 ...
    • How to Customize Pipelines in MeasureSquare CRM

      In this article, we will cover how to set up and customize pipelines in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings 2. To view pipelines, ...
    • How to Customize Your Workspace in MeasureSquare CRM

      In this article, we will cover how to rename modules and hide modules in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit custom ...
    • How to Create Customize Fields in MeasureSquare CRM

      In this article, we will cover how to create custom fields for different items in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit ...
    • How to Set Up your Trial Account on MeasureSquare CRM

      In this article, we will cover how to set up your trial account in MeasureSquare CRM This article applies to MeasureSquare CRM. IMPORTANT: Only one user from your team should click the link to set up a trial of the CRM. Once the account is set up, ...