When you add a team member, you can assign them to-do items and they can send emails from their own email address. ALL team members will have access to the entire database.
Hover over icon on the top right. Then click 'My Team'
Click 'Manage Team Settings'
Then 'Add Team Member'
Enter in your team members Full Name & Email. Then click 'Save'
You may be prompted to hit save twice.
The next time you login to your myClients account, you will be given the option to select which user to login as.
If you need additional help:
Please contact your Support team:
We are happy to help :)
support@byreferralonly.com
800-950-7325 Ex 3401
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