Adding Team Members

Alex allows you to collaborate with your entire sales team by adding members and assigning specific roles and permissions. This guide will walk you through the process of adding team members and managing their access within the platform.

Why Add Team Members?

Adding team members to your Alex account provides several benefits:

• Collaborative Sales Process: Multiple team members can work on the same leads and deals
• Specialized Roles: Assign different team members to handle specific parts of the sales process
• Scalable Operations: Easily expand your sales team as your business grows
• Transparent Performance: Monitor and compare performance metrics across your team

Adding a New Team Member

Follow these steps to add a new team member to your Alex account:

Step 1: Access Team Settings

Click on the organization dropdown on the top left of the dashboard, then click on the settings of the team you want to add members to.

Step 2: Open Invite Member Form

Once inside the members tab, click on the "Invite Member" button.

Step 3: Complete Invitation Details

Enter the email of the member you want to add, select their role, add another member if needed, and send the invitation.

Step 4: Check Invitation Status

Once the invitation is sent, you can check the "Invitations" tab to see the status of the invitation. It will start as pending until the user accepts it.

Step 5: Member Receives Email

The invited user will receive an invitation link in their email.

Step 6: Member Logs In

The invited member will need to log in with their account (using the same email they were invited with).

Step 7: Successful Addition

That's it! The user will see a success page, and the member will be added to the Organization's Team.

Step 8: Invitation Status Update

From the admin side, the status on the invitations tab will turn green and show "Accepted".

Understanding Roles and Permissions

Alex offers three predefined roles:

Owner

• Full access to all platform features
• Can add/remove team members
• Can modify all settings
• Can view all leads, deals, and communications

Admin

• Can manage agents
• Can view team performance metrics
• Can access assigned leads and deals
• Limited access to settings

Member

• Can use assigned agents
• Can manage assigned leads and deals
• Can access communication tools
• No access to settings or team management

Best Practices

When managing your team in Alex, consider these best practices:

• Start with fewer permissions and expand as needed
• Create clear guidelines for how team members should use the platform
• Regularly review team member activities and permissions
• Implement a training program for new team members
• Establish a process for offboarding team members who leave your organization

FAQs

Q: Can I change a team member's role after they've been added? A: Yes, you can modify a team member's role at any time.

Q: Is there a limit to how many team members I can add? A: No, there is no limit to the number of team members you can add. You can have infinite team members on your Alex workspace.

Q: Can team members use their own email accounts? A: Yes, team members can connect their own email accounts or use shared accounts depending on your settings.