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.