+7 495 255 06 20
Log In Free trial
November 12, 11:00 AM

Doubling Your Sales: A Million-Dollar Strategy!

Discover a proven mechanism to attract new clients and win back lost ones.
Register

Employees

Once roles in a Project are created, you can invite Employees to them or edit existing ones. How to do this? Invite an employee
  1. In the left sidebar of the Project page, click on the "Employees" section.
  In the "Employees" section, your profile icon will appear with the "Owner" role.
  1. Click the "Employee" button to invite a new employee to the role.
 
  1. Select a role and enter the employee's email.
The employee will receive an email containing their ChatApp login and password. If the employee already has a ChatApp account, they will not receive this email. 4.ClickClick the "Add to Role" button. If you want to invite several employees at once, enter their email addresses in the additional fields.  
  1. Click on the "Invite" button.
In the "Employees" section, all employees connected to the Project will be displayed.   Edit employee
  1. Click on the employee icon in the "Employees" section.
 
  1. Change the role if necessary.
3.In the "Employee from CRM" field, you can match the selected employee with an employee from the CRM.  
  1. After making changes, click the “Save” button.
  2. If you need to delete an employee, click the “Delete employee” button.