Telecrm Admin LMS

Did you know you can manage your telecrm workspace right from your pocket? Adding a new user takes just a minute on the mobile app — and in this video, we'll walk through exactly how to do it.

Before we begin, make sure you have the following details ready:

1. Name — the user's full name
2. Email Address — this is what they'll use to log in to telecrm
3. Phone Number — for lead notifications
4. Role — choose from Admin, Caller, Manager, or Marketing User
5. Initails, Password, and permission template will be auto-assigned. However, you can change it if required.

Once you have all of that, let's go ahead and add the user.

STEPS

1. Open the telecrm mobile app
2. Tap the side navigation menu
3. Go to Settings, then tap Users
4. Tap Add User
5. Fill in the Name, Email, Phone, Role, and Permission Template, then tap Assign License
6. The user's initials, password, and permission template will be auto-assigned — but you can change any of these before saving
7. If you're adding a Caller, you can link them to a reporting manager. The manager will then be able to see all of that caller's leads and activities inside telecrm.
8. Within the list of Managers, you can see everyone within your team who is assigned the manager role.
9. Once the user is added, you’ll have the option to download their credentials from the same page, and these details will also be sent to the user’s email ID. Just click on “Save and Continue.”
10. Here's how they will appear when sent to the email. The email will include everything they need to get started:

• Email address
• Password
• Login link to telecrm

And that's it — your new user has been added to the workspace!