As your credit repair business grows, you will need some help handling your leads, clients, and affiliates. Credit Repair Cloud allows you to add team members (users) and even customize their access levels.
In this article, you will learn about:
To start, make sure you have the following:
A new team member (user) to bring on board
How can I add new team members or users? - Step by step
Please note that the total number of team member slots available is determined by the plan you select.
Click on Settings in the Side Navigation Menu.
Click on My Team Members (Users)
Click on + New Team Member
Fill out the form with the team member’s (user's) information
You must enter the following information:
* First Name
* Last Name
* Email (Used as team member's User ID)
* Password* Role
For Role selection, by default, you will see Admin, Credit Specialist, Processor, and Sales Representative, and any other custom roles that you've created.
It is recommended to check the Send login information option so we can email them their login information once you finish creating their team member profile.Additionally, you can enter the following optional information:
* Address
* Mobile Phone
* Alternate Phone
* Fax* Title to Display in Portal
Click on Add Team Member
Important Note:
Each team member must have a unique email address. You can't add team members as clients using the same address. Team members' email addresses can be edited by team members with admin permissions. What a team member can see and do depends on their assigned role. For more information, visit Roles & Permissions.