Managing your marketing, sales, and customer relationships becomes more effective when you collaborate with your team.
Here’s how you can easily invite team members to Doplac CRM:
Step 1: Access Team Settings
Navigate to the left menu and select "Team."
Click "Add Team Member" Enter the email address of the team member you want to invite.
Step 2: Assign Role and Permissions
Choose the permission level you want to grant your team member. Options typically include Admin, Editor, Viewer, or Custom.
Admin: Full access to all Doplac CRM features. Editor: Can edit and create data within the CRM. Viewer: Can view content but cannot make changes. Custom: Allows you to assign access to specific tools or sections of Doplac CRM (e.g., Email Marketing, Outreach, Project Management, CMS).
Step 3: Send the Invitation
Click "Send Invitation" to send an email invitation to the team member. Once the team member accepts the invitation, they will be added to your team with the assigned permissions.
