Your team is anyone at your organization that will be using Zoey. To start you will want to invite anyone that will be helping with the Administration/Setup and participating in the Implementation Program. But eventually your team will grow to include your Sales Reps, Customer Support and Marketing personnel.
Once you are logged-in to the Zoey Web Admin, Navigate to Team > Create New User. Enter an Email Address, then select from our pre-built Roles and click Send Invitation. This will send your teammate an email with a link to set their password and log-in to Zoey.
Learn about User Roles, Permissions, Features, Restrictions and more <- This link will take you to the Zoey Support Knowledge Base
Click the link below to start reviewing the Data & Requirements to begin your Implementation Program with Module #1.
Updated about 1 year ago