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      Add Team Members to ShareBuilder CRM

      What

      This article provides a step-by-step guide on how to add various team members—such as Account Executives (AEs), managers, and sales assistants—to ShareBuilder CRM.

      Why

      Properly setting up team members in ShareBuilder CRM ensures that each user has the appropriate access and permissions tailored to their role. This customization enhances workflow efficiency and maintains data security within your organization.

      How

      Here is a walk-though on how to add a team member:

      1. Navigate to the 'Add Team Member' Section:

      • In the left-hand navigation panel, click on Our Team.
      • Select Add Team Member.


      2. Enter Basic Information:

      • Input the new team member's email address.
      • Click on Add User To This Market.


      3. Provide Personal Details:

      • Fill in the team member's Name, Title, and Office.
        • For team members not associated with a national or regional rep firm, select LOCAL OFFICE.
      • Optionally, enter the Phone Number to facilitate communication.


      4. Assign Roles and Permissions:

      • Select the user's title to apply default permissions and roles.
      • For specialized roles, customize by adding or removing specific permissions as needed.
      • If the user is a Selling Manager (i.e., a manager who also carries a sales list), assign both the AE and Manager roles to provide the necessary permissions.


      5. Set NRL Membership:

      • Assign the appropriate regions—Local, Regional, or National—that the user is permitted to access.
        • Managers and administrators may have access to all applicable regions, as defined by your traffic system.
        • Typically, National is designated for rep firm business.

      6. Configure Business Unit Options:

      • Business Unit Access: Enable this if the user should view account lists and basic non-financial information for specific business units.
      • Request Accounts: Activate this if the user needs the ability to request new accounts within the business unit.
      • Default Business Unit: Set this to the user's primary business unit for default views. It's recommended to enable this for the main business unit relevant to the user.
      • Email Manager Transfer (For Managers): Turn on if the manager wishes to receive notifications when accounts are reassigned within ShareBuilder CRM.
      • Manager Approval (For Managers): Enable this if the manager is responsible for approving account requests.

       

      7. Finalize and Add User:
      • Review all entered information and settings.
      • Click on ADD USER to complete the process.