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
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