How to create a new employee:

Click "⚙ Settings" in the bottom left hand side of your Zipleads account.
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Click on "My Staff" next to manage your staff:
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Click "+ Add Employee" in the top right:
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Fill out your employee's details under the User Info tab.
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Note; One reason you might not put their mobile here is when a lead calls your Zipleads number the call can get forwarded to the assigned user, which goes off the number listed here. If it was a personal mobile, you might not want lead calls being forwarded to it:
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If you click on advanced settings, you can create their password:
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Selecting a calendar from the dropdown will mean you can add a custom value user calendar link in your messages, and it'll send a link to whatever calendar is selected here:
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Underneath, you can then toggle if you would like to enable a signature on all outgoing messages sent from the conversations area or tick to include this signature before the quoted text in replies:
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Hit Save before moving on to "Roles and Permissions" on the left-hand side:
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In "Roles and Permissions" you can toggle off permissions for the user, however, we recommend leaving them all on so they have access to everything they need:
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Under "User Role" you can change if your staff member is a User or Admin. Admins have more access, they can manage other Users, they can import and export contacts and they can view everyone else's tasks, while Users can only view their own:
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Hit save before moving on to "Call and Voicemail Settings" on the left-hand side:
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Here under inbound number you can assign a phone number to that user so that they become the owner of that number and the calls are always forwarded through to them:
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Under this, you can then select how calls are forwarded, for example, to their number or the app itself:
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You can also upload a voicemail message that will be played instead of the default message when calls are forwarded to this user.
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Hit save before moving on to "User Availability" on the left-hand side:
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Under user availability, you can select your meeting location, which may be a physical office, or you could add a virtual meeting link. You can also select their time zone:
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Here you select their available days and hours for any appointments they'll be assigned to. So if you plan on adding this employee to a calendar in the platform, you'll want to ensure you add some availability in here. You can select the days that they're available up the top. You can copy one of the days availability to all other days using copy at all, and you can also select Add hours to create split shifts.
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Hit save before moving on to "Calendar Configuration." If have your Google account integrated within "Integrations" or "Calendars," you can then select the user's calendar configuration here to sync their appointments and availability with their Google Calendar. This is covered in a separate video in more detail.
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Hit save one final time and your employee is setup! They will now receive an email to login with their email and password.
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Please note if you would like the employee to be assigned to appointments. You'll need to add them to the relevant calendar in settings calendars, which is covered in this separate video.
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