The Admin can Add, Pause, Delete, or change the role of each user.
1. Add a new member - in the Team menu, click on Add new member
An invitation will be sent to the new member.
2. Click on the symbols next to each team member to delete, pause, edit details, or change roles.
- Pausing a team member disables their access to the RightBound app, and will stop sending leads to them in Ongoing research if currently on.
- As an Admin you can edit a team member to make them an Admin as well, by default all users are created as Users.
Admins - Can add or edit users, create filters for your CRM, and edit Research Settings. These should be managers, or RevOps contacts. They can do all the same actions as users as well.
Users - Receive leads in their SEP or CRM when connected, can access the list pages to enrich accounts or contacts. The normal persona for your sales reps or SDRs.