To ensure smooth operation and allow your team to access necessary features, you can easily add more team members as users to your HVAC Quote account.
Follow these steps:
Step 1: Access the Settings
Login to Your Account:
Open your HVAC Quote dashboard.
On the left-hand navigation panel, click on Settings.
Step 2: Navigate to Team Members Section
In the Settings tab, find the section called Users & Permissions.
Click on the Team Members tab to manage your users.
Step 3: Add a New User
Click the "Add User" Button:
You’ll see a button on the right side labeled Add User.
Click this button to begin adding a new team member.
Step 4: Enter User Details
Fill in the User Information:
Enter the Name, Email, and select the appropriate Role for the new team member.
Make sure to choose the role carefully (Admin, Staff, etc.) based on the access level you wish to assign to the user.
Step 5: Save and Confirm
Save the New User:
After filling out the necessary information, click Save or Add to complete the process.
The new user will be listed in the Team Members section and will have access based on the role you've assigned to them.
Step 6: Assign Default Lead Assignee (Optional)
If needed, you can also assign a Default Lead Assignee from this page. This is the person who will be automatically assigned all new leads generated from the quote form.
Choose the user you wish to assign and click Save Assignment Settings.
By following these simple steps, you can quickly add users to your HVAC Quote account and streamline your team's workflow.
If you encounter any issues or have further questions, feel free to reach out to our support team!