Open Users
Go to Settings, then Users.
Settings› UsersAdd the person
Add their name, email and mobile. They'll get an email with a link to set their password.
Choose what they can see
Pick their role, then switch off anything they don't need. Front desk might only need Conversations and Calendars.
tipGive people the least they need. You can always add more later.
Put them on calendars
If they take bookings, add them to the right calendars so customers can book them.
CRM› Calendars› Meeting Calendars8 See it on the App map
When it's done
They can sign in at app.revenu.com.au or in the app and see only what you allowed.
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