Administration4 min read
Your team and notifications
A CRM with one user is a contact list. Inviting the rest of your team is what makes assignment, approvals and the team report mean anything.
Inviting people
/dashboard/settings/team- 1Open Settings, Team.
- 2Invite by email address and choose a role.
- 3They sign in with their Incep Digital account and land in your workspace.
Note: Team management is admin only.
Notifications
/dashboard/settings/notificationsEach person controls what they are notified about, per type. The bell in the sidebar shows the in app feed.
Your own profile
/dashboard/profileYour display name across the workspace, and read only details of the platform account behind it.