Setting Up Staff
Give each team member their own login and only the access they need.
TamikaMarie Smith
Last Update 4 days ago
In this video, I walk you through adding a team member, giving them a role, and choosing exactly which parts of TRM CRM they can use, such as appointments, conversations and the social planner.
Add your team and control what they see
Give each team member their own login so you can see who did what, and only show them what they need.
1. Open My Staff
Go to Settings, then My Staff. The page lists every user on your account. Click + Add user at the top right.
2. Enter their details
On the User info tab, add a profile photo (512 x 512 px, under 2.5 MB), first and last name, email and phone. Each person needs their own email. Turn on Add signature to outgoing emails and build their signature, then click Next.
3. Pick a role
Open Roles & permissions. Under User role, choose Admin for full access or User for limited access. Most team members should be a User. Turn on Restrict data visibility to only assigned data if they should only see the clients assigned to them.
4. Choose what they can use
Turn each area on or off, such as Calendars, Contacts and Conversations, or use Search permissions to find one fast. New: AI Agents, AI Studio and Ask AI each have their own switch, so you decide who can use AI. Hiring several people for the same job? Click Copy Permissions at the top right to copy another user's access.
5. Finish their setup
Use the Call & voicemail, User availability and Calendar configuration tabs to set their phone settings, working hours and calendar. Then click Save.
Stuck on a step? Open a ticket at support.trmcrm.com or join live training Wednesdays 11am to 1pm Central.