How to add in additional users

Here is a quick video that shows you how to add additional users to your team.

1. Settings

2. My Staff

How to Add Additional Users: A Step-by-Step Guide

Steps:

1. Navigate to Settings: Log in to your Funnel Breezy account and go to the "Settings" section.

2. Access Staff Management: Within Settings, locate and click on "My Staff" or a similar option for managing team members.

3. Add New User: Click on "Add Employee" or the equivalent button to initiate the user creation process.

4. Fill in User Information:

• Enter the new user's first and last name.

• Provide a valid email address for the user. This will be their login credential.

• Adding a phone number is optional but recommended for two-factor authentication during login.

1. Set a Temporary Password: Create a temporary password for the new user. They can change it upon logging in for the first time.

2. Assign User Role: Under "User Permissions," choose the appropriate access level for the new user.

• Typically, team members will be "Users" with limited access compared to "Admins."

1. Configure Additional Settings (Optional):

• You can adjust user availability settings, call and voicemail settings, and calendar configurations if needed. These can also be customized by the user later.

1. Save User: Once you've filled in the necessary details and chosen the user role, click "Save" to add the new team member to your account.

User Login:

• The new user will receive an invitation email (if enabled) or can directly access the platform 

• They will need to log in using their unique email address and the temporary password provided.

• Upon first login, they can reset their password to a more unique one.

Benefits of Adding Users:

• Grants team members access to collaborate and manage your funnels.

• Improves team accountability by tracking individual user actions.

• Provides peace of mind with secure individual logins for each team member.