Adding staff and team members

In this lesson, we will walk you through how to add additional users and teams to your BodyShop Booster account.

**Please note: USERS will need to use a unique email address to log in, as the system doesn’t support multiple users under the same account. They could share a login, but this would make it difficult to assign tasks to individuals correctly.

Users are just what they sound like, users of the system - CSRs, estimators, shop managers, etc.   

To add Users: 

• From your Admin panel go to Settings > People > Click on Add People. 
• Select a Role 
• Add First and Last name, Email (which will become their login), 
• Contact Phone number. 
• You can restrict visibility - which is something we will cover later 
• Assign to a team, if appropriate (we will see how you can assign existing Users to Teams next). 
• Then click Add 

This sends an invitation to your User to login and begin using Bodyshop Booster.

Teams are simply a collection of Users - maybe a team of estimators or CSRs. 

To add a new Team: 

• From your Admin panel go to Settings > Teams > and click Add Team 
• Name the Team 
• Click the drop-down menu to assign the Users to the Team 
• Give a Description, if you wish 
• Then click Add 

Either User or Team profiles can be edited by clicking the edit pencil icon, or deleted by clicking the trash can icon.

To change your Default team:

Click on the pencil icon, to edit the Team

Toggle on the set as Default Team

Save