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 roles within zero BS CRM are:

  • Jetpack CRM Admin – Full access. Can manage customers, invoices, quotes, 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 has the following 3 roles (i.e. can administrate all of the CRM areas, but not the wider WordPress area (e.g. cannot install plugins, etc).
  • Jetpack CRM Invoice Manager – Only allow access for creating invoices. Useful if you have an invoicing team that only creates invoices and follows up on their payment.
  • Jetpack CRM Quote Manager – Do you have a quote team who only issue quotes, if so this is the role for them. Managing quotes through to acceptance is a different ball game to managing the payment of an invoice
  • Jetpack CRM Customer Manager – Able to manage the customers in the CRM, update their details and send comms.

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 June 4, 2020

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