You can add team members to your Company or specific Branches within your Company. Staff added to your Company can switch between all Branches. Staff added to a Branch/es, can access those Branches only.
Add a team member to your Company:
| Add a team member to a Branch:
|
Add a Team Member:
Click the Add Team Member button
Enter First Name, Last Name & Email.
Note, the email address entered is used only for account verification purposes, so either work / personal email addresses are fine.
Click Save
The user will receive an email allowing them to set a password and login to Hero
Team Member Settings
Once a Team Member is added you can adjust access settings - if required.
Default Search Results View: As default, users see search results in Grid View. This can be switched to Timeline if preferred.
User Access: Access levesl can be modified if needed:
Full Access to Sales, Reports & Commissions (Default)
Restricted to Sales (No Reports & Commissions)
Restricted to Reports (No Sales Access)
Commission Split Beneficiary: For more information, click here
Important:
Staff members should have unique logins. Logins / passwords should not be shared amongst staff. Issues will occur if multiple staff are logged in with the same user account.