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Installation Company ERP / CRM

Knowledgebase

How to Assign a User to a Fitting Team

  1. Head to the Main Menu.
  2. Click ‘Admin’, ‘Manage Users’.
  3. Find the User you are looking to add on a Team
  4. Click the pencil icon to edit this record.
  5. Assign the team, under ‘Team’.
  6. Press ‘Save’.

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