Setting up your Team

OK, you have your CRM up and running but you’re more than just one person. You have a team of employees managing customers, invoices, transactions, etc. How is that taken care of?

Easy. Jetpack CRM has built into it a user role system which gives admin the ability to create new users and assign them special roles for being a customer manager.

To view the team members of your Jetpack CRM installation, click the profile picture icon from the top left when you’re on the Jetpack CRM dashboard and then click Team from under CRM Admin.

Once there, you will see a list of the Jetpack CRM team members as seen on the screenshot below.

The user roles provide by Jetpack CRM are:

  • Jetpack CRM Mail Manager – This role can view (but not edit) quotes, transactions, invoices, and customers and sends emails via CRM. Also has access to the MailCampaigns extension, if installed
  • Jetpack CRM Customer Manager – Can manage the customers/contacts in the CRM, update their details and send communications.
  • Jetpack CRM Transaction Manager – Can access payments and issue refunds.
  • Jetpack CRM Invoice Manager – Only allow access for creating invoices. Useful if you have an invoicing team which only creates invoices and follows up on their payment.
  • Jetpack CRM Quote Manager – Do you have a quote team who only issues quotes? If so, this is the role for them.
  • Jetpack CRM Customer – this role is not normally manually assigned. The system assigns this role to CRM Contacts so that they can access the Client Portal.
  • Jetpack CRM Admin – Full access and CRM permissions. Can manage customers, invoices, quotes, and orders and view the sales dashboard (if using that extension).  Important: This role is not a full WordPress Administrator role. It’s effectively a role that encompasses all of the following CRM-specific roles. The CRM Admin can administrate all of the CRM areas but not the wider WordPress installation (e.g. cannot install plugins, etc, as this would need to switch to the site Admin role).

This is all handled via the amazing WordPress user interface. Team members can log in the usual way to WordPress (remembering you can over-ride the WordPress login logo under the Jetpack CRM settings page.

Updated on February 13, 2023

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