Introduction
Tribe CRM makes collaboration easy and real-time. Give co-workers access to your CRM environment so that you can work together immediately. Whether you are working remotely or sitting in the office. By collaborating in Tribe CRM, everyone is up to date with the latest.
How do you give a co-worker access to Tribe CRM (invite colleagues)?
How to create a co-worker?
1 How do you give a co-worker access to Tribe CRM (invite colleagues)?
Click on your user account at the top right of your screen in the blue bar.
Then choose Invite colleagues.
Invite colleagues to Tribe CRM
Enter one or more e-mail addresses of your colleagues here.
Click the invite button.
Invite colleagues to Tribe CRM step 2
Next, you will get a pop-up from your web browser with the following message:
Invitation confirmation sent to colleagues in Tribe CRM.
Your colleague will immediately receive the invitation containing a link to confirm the account. This is sent by [email protected].
Invitation to use Tribe CRM together
When the link in the e-mail is clicked, the new colleague can enter their name, e-mail address and new password. Once Start Now is clicked, the new employee can get started.
Creating login data in Tribe CRM
Did you know?
The new employee is automatically linked to a licence in Tribe CRM? You can find more information about this in the article Explanation of licences and account page. This article also explains what you need to do once an employee leaves employment.