Setting up your Team

Jetpack CRM has built-in user role system that gives you the ability to create users for each of your team members, and determine what they have access to within the CRM.

To view your Jetpack CRM team members, hover over your Gravatar (profile picture) at the top right of any Jetpack CRM admin page, and go to CRM Admin > Team. Click the “Add New Team Member” button to add new team members.

Once there, you will see a list of the Jetpack CRM team members, where you can manage their permissions, or user roles.

The user roles provided by Jetpack CRM are:

  • Jetpack CRM Mail Manager: Can view (but not edit) quotes, transactions, invoices, and customers, and send emails via CRM. It also has access to the MailCampaigns extension, if installed.
  • Jetpack CRM Customer Manager: Can manage CRM contacts, update their details, and send communications.
  • Jetpack CRM Transaction Manager: Can access payments and issue refunds.
  • Jetpack CRM Invoice Manager: Can only create invoices, which is useful if you have an invoicing team that only creates invoices and follows up on their payments.
  • Jetpack CRM Quote Manager: Can only create quotes, which is useful if you have a quote team as part of your lead conversion process.
  • Jetpack CRM Customer: This role is used for contacts so that they can access the Client Portal. It is not normally used for team members, as it does not grant access to any admin areas or functions.
  • Jetpack CRM Admin: Grants full access and CRM permissions. Can manage customers, invoices, quotes, and orders, and view the sales dashboard (if using that extension).┬áNote: This is not a full WordPress Administrator role. It grants full admin access to Jetpack CRM, but not to the rest of the WordPress installation.

This is all handled via the amazing WordPress user interface, which means each team member has a WP Admin account on the site. Adding a new team member creates a new WP Admin account for that person, with the specified user role.

Team members can log into the site’s WP Admin dashboard in the usual way (remembering you can override the WordPress login logo in the Jetpack CRM settings).

Updated on June 21, 2023

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