What it does for you

Gives each person in your business their own login to the CRM, so work is shared, assigned properly and nothing depends on one password. We set the logins up for you.

Steps

  1. Open Getting started in the NotLuck Hub and go to Add your team.
  2. Choose Send us your team.
  3. For each person, add their name, work email and what they need to do in the CRM (for example, reply to enquiries or manage bookings).
  4. Send it. We add each person and pick access that fits their job.
  5. Each person gets an email with a link to set their password. Ask them to sign in, install the mobile app and connect their own email and calendar.

You'll know it worked when

  • Add your team shows as done in Getting started once the first person is added.
  • They can sign in and see the contacts and conversations you expect.
  • You can assign a contact or task to them.

Common snags

  • The invite email does not arrive. Check spam, and check the address you sent us is spelled correctly.
  • Someone sees too much or too little. Tell us and we will change their access.
  • Sharing one login. Please do not. Separate logins keep an accurate history of who did what.
  • Each person needs their own email and calendar connected, as these are linked to the individual user.

Go deeper

  • [Settings: My Profile](/help/settings-my-profile)