Settings
Created by: Emma Johnston
Last Updated: September 04, 2023
Team Dashboard
TEAM MANAGEMENT DASHBOARD
Click on Settings > My Staff > Team Management to view team members. You will see their name, email, and phone number. You can filter by user role and search for a team member (by name, email or phone).
EDIT TEAM MEMBER
To edit a team member, click on the Pencil icon. Press Save when you have finished.
DELETE TEAM MEMBER
To delete a team member, click on the Trashcan icon. Press Save when you have finished.
Add Team Members
ADD TEAM MEMBERS
1. Click on Settings > My Staff > Team Management and click on + Add Employee.
2. Under User Info, enter their name and email, and assign them a secure password. If that team member is customer-facing, it is best to set them a company-related email.
3. Under User Permissions, toggle on the features that you want them to have.
4. Under User Roles, select user or admin.
5. Press Save.
Each team member will need to follow the steps on the Getting Started page to complete their profile and calendar. They need to log in to their own account, click on Settings > Integrations. On the Google account, they need to click on Add another account.
User Permissions
USER PERMISSIONS
Most of the features are self-explanatory but here is some more information:
Dashboard Stats shows number of leads, potential pipeline values, conversion rates, funnel stages, tasks, lead source report, Google My Business information, and reviews. The information shown depends on a user's permissions.
Campaigns includes sequences (such as email or text message campaigns) and newsletter emails. This can be set as 'read only'.
Triggers are the automations with SuperCoach CRM.
Contacts and Tags is the contact management area.
Settings is where you can change account settings and where you can create and edit custom fields, custom values and tags. The information shown depends on a user's permissions.
Marketing includes forms, surveys and trigger links.
Reporting has four options to select and includes Google adwords reporting, Facebook ads reporting, Attribution reporting (where your leads are coming from and when they were created), and Call reporting (number of calls answered and number of calls missed, etc).
Appointments includes a calendar overview and appointments reports.
Funnels is the area to build funnels, landing pages and sales pages.
Only Assigned Data will visually remove things like contacts, opportunities, and conversations from your dashboard if they are not assigned to a user.
User Roles
USER ROLES
Team members can be set as admin or user. Only admins have the permission to edit/create/delete team members, edit business info settings, select users on task lists, see other user’s conversations, remove tags, delete and import contacts, export opportunities, and access reporting.
Join us in-person for the Coach Catalyst SuperCoach Summit being held on August 24 - 25 in Reston, VA.
CLICK HERE for more details. Use code SUPERCOACHCRM24 to get a $50 discount.
If you have any questions or need support, you can either chat with us clicking on the blue dot in the bottom right corner of the software or you can email us at [email protected]. The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
The support desk will be operating with reduced hours from August 20 - 22 and will be closed on August 23 and August 26.