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Getting Started
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Features
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- Articles coming soon
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- Articles coming soon
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FAQs
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- How do I follow up with my leads?
- Can I segment my leads by location?
- How can I add other users to my Account?
- Can I access and use my Inbox on my phone?
- What is A2P 10DLC?
- How do I edit the instant quote message information that is being sent out?
- How to use Conversation Filters & Bulk Actions Overview
- How to use the CC and BCC feature?
- Can I access and use my Inbox on my phone?
- How do I see my leads?
- I use Repair Desk, can I import my leads there?
- Can I export my leads to use them in email campaigns?
- How do I add a repair I don’t see available?
- Can I change the image shown for a repair type?
- Can I talk with other widget users about how to best utilize it?
- I might have found a bug, how do I report it?
- How can I add other users/employees to the dashboard?
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How can I add other users/employees to the dashboard?
- Navigate to “Employees” on the left side and click “New Employee” in the top right corner of your interface. You’ll be able to give them a name, email, and password as well as decide what they have access to.
- We generally recommend giving employees access to Leads and Widgets if you want them to contact potential customers and edit prices on your behalf.
- If you have multiple locations, you can select which locations you want this user to have access to. This can be very helpful for franchise purposes.
Here’s a short video that covers the process:
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