In Livespace, you can add or invite new users. Below we describe how to directly add your colleagues into CRM.
Adding colleagues to Livespace
To set up the accounts for your colleagues:
- Go to Account settings > Users and choose the Invite users button in the right upper corner.
- Press Add a user directly at the bottom of the displayed window.
- Fill out all fields of the form, including an email address for logging in and a temporary password. Then press Add.
- Give the login and password to the new user so he or she can log in to Livespace.
After the first login to the system, the user will see a panel, where it will be possible to change the password.