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Your Guide to Adding Users & Giving Shared Access
GreenRope is made to build collaborative teams. Unlike some systems, GreenRope allows you to have as many users as you need granting them separate permissions to different parts of the system.
So, to make this process as seamless as possible, here is your step-by-step guide to adding users and granting permissions.
Remember: To add a Shared Access User, they must already be a contact in the Group(s) you want to give them access to.
Step 1: Login to the master account
Step 2: Click on Settings > Account
Step 3: Select the ‘Shared Access’ tab
Step 4: Select the Group you would like to add the additional users to
Step 5: Click on ‘Give Shared Access Right to One of Your Contacts’
Note: The user must be stored as a contact in your CRM
Step 6: Type in their email address and hit ‘Save’
Step 7: Toggle all boxes that correspond to the permissions/access to features you would like them to have.
Tip: Press the button to quickly give full access.
Step 8: Hit the button to send an email to that contact letting them know they were given shared access to a group
Quickly Edit Shared Access Permissions
Step 1: Hit the Contacts Tab
Step 2: Select the contact that you would like to edit permissions for
Step 3: Pull up their contact record and select the Groups Tab
Step 4: The list of groups that they are in will appear. Hit the ‘Edit Shared Access’ button, and deselect or select all permissions for that contact
So, there you have it. Now, go ahead, add users and get them excited about using GreenRope!
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