How to Add and Set Permissions for Team Members
Team Management is the section where you can add team members to the ABOSS Agency environment and set their permissions, ensuring they have the access needed to perform their tasks efficiently.
Important Note: Users invited to the ABOSS Agency environment will always be able to see the Agency's full contact database. This is essential as agency users need the database to create events or work on advancing tasks.
Table of Contents
Accessing Team Management
Inviting Users to ABOSS
User Information and Permissions
1. Accessing Team Management
Go to the "Office" section by clicking the icon.
Select "Team Management".
2. Inviting Users to ABOSS
Click on the green "Add New User" button.
A popup window will appear. Enter the name and email address of the team member and click "Add new user".
The invited team member will receive an email with instructions to activate their account.
3. User Information and Permissions
After inviting a user, you will see the User Information screen where you can complete the details of the user by clicking on it's name.
You can add personal details, and set their user permissions.