How to add or remove a team member
Give your staff their own login so they can help manage your leads.
If you bring on an apprentice, an office helper or a business partner, you can give them their own login so they can read and reply to leads alongside you. Each person gets their own account, so you always know who has done what. Here is how to add and remove people.
Follow these steps:
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1Log in to the BuildMyService App on a computer, as the team settings are easiest to manage there.
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2Open Settings from the menu, then choose My Staff.
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3To add someone, tap Add Employee, enter their name and email, and set what they are allowed to see and do.
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4Save. They get an email inviting them to set a password and log in on their own device.
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5To remove someone, find them in the My Staff list and choose Delete. They lose access straight away.
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6Not sure what permissions to give? Message support and we will set it up with you.