In addition to the roles defined in CRM (Leads, Prospects, and Clients), there are also several other teammate roles. Each of these roles has their own permissions and access to different parts of the system, allowing you to curate which users have access to which menus, depending on their role.

Step 1

Navigate to Home Feed and click on "a team mate" under "Invite" section.

Step 2

Click on drop-down under Role column of the person you want to assign any role.

Select the role as Manager or Member of your team.

Alore will successfully change the role of the teammate.

Did this answer your question?