To manage your team in NavLead, follow these simple steps:
- Access the Team Dashboard: Log in to your NavLead account and go to the Team Dashboard.
- Go to Team Settings: Click on "Team Settings" to manage user roles and permissions.
- Add New Users:
- Click on "Add User".
- Enter the user’s details, including name and email.
- Assign a role (Admin or Member).
- Manage Seats: Check your available seats based on your subscription plan. If needed, upgrade to add more users.
- Set Permissions: Customize what each user can access based on their role, then save your changes.
- Notify the User: Inform the new user that their account has been created and provide any necessary instructions.
By following these steps, you can efficiently manage your team in NavLead!