BoardCRM lets you work with others adding colleagues or friends and giving them some rights to a board. To add users, go to “Board settings”.
Select “Board rights”. Enter the email of the user who is signed up for the boardcrm.io and tick the access rights you want to give. For example:
- Edit deals. Lets you edit deal and lead fields in the card, as well as move deals from one column to another;
- Comment deals;
- Remove deals;
- Manage board fields. Lets you edit deal and lead fields in the board settings;
- Manage board columns. Lets you change regular and final statuses;
- CRM data import and export;
- Manage widgets (forms);
- Full access.
Note: You can add other users only if you are subscribed to the Premium plan.
Customer support service by UserEcho