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 do I add a new team member (user)? - Step by step
Please note that the number of team members you can add depends on your subscription plan. While roles and permissions can be customized, the total number of team member slots available is determined by the plan you select.
Click on My Company
Click on My Team Members (Users)
Click on + Add New Team Member
Fill out the form with the team member’s (user's) information
Additionally, you can enter the following information if needed:
* Phone number
* Mobile number
* Fax number
* Title to display in portal
* Address
* PhotoAssign a User ID and Password
Assing a Role
You will see Admin, Credit Specialist, Processor, and Sales Representative by default, and any other custom roles that you've created.
Enter the team member’s Email address
We recommend checking the Send login information option so we can mail them their credentials.
Click on Submit
Important Note
Each team member must have a unique email address, and you can’t add them as clients using the same address. Email addresses can be edited by team members with admin permissions. What a team member can see and do depends on the role you assign them. For more information, visit Roles & Permissions.