How to create a user or admin account

Note: Only Admins can create user accounts within Caffeine.

Step 1: Go to settings -> team management -> +Add Employee

Complete personal details for User account

* It is suggested to use the user's unique email and phone number as these are going to be the methods of contact for the leads they are assigned.

Step 2: Select User Permissions

Step 3: Select what level of authority to give User (Admin vs User)

Only Admins have the permission to:

* Edit/create/delete team member

* Edit Company settings

* Create new account

* Edit Prospect settings

* Social settings

* Select user on task list

* See other user’s conversations

* Contacts page -> Remove tag / Delete contact / Import contacts

* Export opportunities

* Create / edit / delete / refresh / push updates / load snapshots

* Change account logo

* Smart Lists -> all bulk actions = add / delete tags, delete / export / import contacts

* Reporting

* Website templates

Step 4:  Call & Voicemail Settings - If you would like a custom voicemail added to your User account you can record and load an MP3 file.

Step 5:  User Availability - Presents what days the User is available for appointments

Step 6:  User Calendar Configuration - Allows you to sync the user calendar with a Google Calendar