Requires administrator rights or the following permission:
User administrations

Create more specific user roles. Using Teams, you can customize a user's campaign (and thereby lead) access. This will help you create more clear lines for your users' tasks.

  1. Go to Users in the menu on the left.

  2. In the top right corner, click Create and choose Create team.

  3. A four-step guide will pop up on your screen. Here, you decide the settings for you team.

    1. Name

      Give your team a name of your choosing.

    2. Field groups

      Choose which fields the team has access to view in the dialer.

    3. Campaigns

      Choose which campaigns (and leads) are accessible to dial on.

    4. Users

      Lastly, decide the specific users you want to add to the team. They will subsequently only have permission to the campaigns and fields you've chosen beforehand.

  4. Click Create.

  5. Your team is now set up. You can always edit the team afterward.

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